I was delighted to accept the invitation to join St. James's Place Wealth Management after some 28 years of experience in the financial services industry.
I felt I could provide clients with a much better service together with the best possible advice by setting up my own business. I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial future not just for themselves but also for their families.
I was particularly drawn to the distinctive Investment Management approach that St. James's Place has to offer. St. James's Place do not employ any in-house investment managers, instead they carefully select a number of external managers of outstanding ability to manage a range of funds, with its Investment Committee advised by a number of external independent consultancies playing an important role in the selection, monitoring and management of the Fund Managers.
My goal is to maintain long and trusting client relationships through honesty, simplicity and exceptional customer service.
Put simply - to treat you as I would wish to be treated myself.
I believe that my service is unique and I aim to help my clients by offering high quality advice and guidance and by seeing that any plans put in place remain effective in the future no matter how your circumstances change.
In my spare time I’m passionate about cars, some might say a car fanatic, and a member of the Jaguar Club. I am also a player and chairman of a local Brass Band, Symington Memorial, which I have been a member for more years than I care to remember!
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
I have known Paul in a personal and business capacity for over 35 years. He has always provided myself and my family with exceptional service and trustworthy financial advice. I can fully recommend him to anyone seeking financial advice for themselves or their family in any situation.
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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.