Senior Partner Practice of St. James's Place Wealth Management
I am responsible for meeting with clients and providing wealth management advice to both individuals and businesses. My aim is to help clients identify their financial priorities and objectives, then to develop a strategy to help them to achieve their goals within required timescales. Once this plan is in place I am committed to giving bespoke personal service tailored to specific needs, with a focus on building long-term relationships. From the moment that someone decide to become a client, I aim to demonstrate the value of our relationship through the service that I deliver on an ongoing basis.
Having been in the financial services industry for over 13 years, I have built up an exceptional breadth of knowledge, allowing me to advise clients on a wide range of wealth management solutions to suit their needs. This ensures that the needs of my clients are met promptly and effectively. Financial planning can be complex at times so my aim is to use my knowledge and experience to present the necessary information in a clear manner, to ensure that every aspect can be understood.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Navigation Wealth Management Ltd is registered in England and Wales, Number 04654894. Registered Office: The Exchange, Haslucks Green Road Shirley, Solihull, West Midlands, B90 2EL.