A dedicated financial planner in Dundonald, County Down committed to building long term personal relationships by providing high quality advice.
We offer tailored financial advice and support taking a long-term personal approach. We focus on promoting the development of lifelong relationships with our clients, helping them to secure the financial future not just for themselves but also for their families. Put simply – we treat you as we would wish to be treated ourselves.
Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
SJP Approved 05/09/2025
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.