We build tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk. Our professional process uses leading edge technology to build and maintain wealth and provide peace of mind that goals are being achieved.
I am a Chartered Financial Planner and a Fellow of the personal finance society. This is the highest level of qualification you can have as a Financial Planner and gives me the technical knowledge to give the most effective advice possible.
We take a long-term view, working together to ensure we’re alwaysr a trusted partner whom you can turn to for advice.
We are experienced in all areas of financial service to provide you with excellent options.
Through St. James's Place Wealth Management we offer a distinctive approach to investment management and retirement planning. St. James's Place Wealth Management recognises that no single investment house has a monopoly on investment expertise, and St. James's Place does not employ in-house investment managers. Instead we carefully select a number of external managers of outstanding ability to manage our range of fun
Bedminster, Bristol, BS20 6AB
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