London, England, United Kingdom
I have worked in financial services for over 30 years having commenced my career working in Global Investment Banks. I specialise in providing bespoke wealth management solutions to directors, high net worth / city professionals and retired clients helping them with practical advice to the financial issues that concern them most. My advice reflects my ethics of trust, honesty and integrity and covers all areas of Wealth Management including, Retirement and Estate planning, Wealth Protection, Savings and Tax Efficient Investment Planning. As a Partner Practice of St. James’s Place Wealth Management, based in Lombard Street in the City of London, my emphasis is on building and maintaining long-term relationships with my clients, providing a source of trusted and comprehensive advice to their evolving financial needs. I became a financial adviser because I have a passion to help people make sense of their finances and to help them plan for their financial futures. I love building relationships and friendships with my clients and their families. In my spare time I love spending time with my family and dogs. I enjoy a challenging walk and am also a keen golfer, skier and rugby supporter. My clients include: City Professionals Company Directors Retired Individuals Skills & Expertise: - Wealth Management including Retirement and Estate planning - Wealth Protection - Personal Taxation - Investment Planning - Business Investment and Protection Planning The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up, you may get back less than you invested. AB Wealth Management Ltd 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 representative SJP Approved 01/09/2023
Chartered Wealth Manager Associate Partner Practice of St. James’s Place Wealth Management Lombard Street, London
St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.