Devizes, England, United Kingdom
As a Financial Adviser in Wiltshire Wealth Management I provide holistic financial planning solutions to individuals, families, business owners and corporate executives. I take a great pride in building long term relationships with my clients. The key areas of my service are: - building and preserving capital - protecting capital from risk - building intergenerational wealth My advice is supported and guaranteed by St James's Place which has over one hundred in-house experts covering all aspects of financial management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. St James's Place works closely with various specialists, solicitors and accountants. I hold a Masters Degree in Finance and Banking , and a LSE Diploma for Graduates in Banking, providing me with both knowledge and passion for financial planning. The value of your investment can go down as well as up. You could get back less than you invested. St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website at www.sjp.co.uk/products Wiltshire Wealth Management in an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives. SJP Approved 23/10/2023