About us

I believe it is becoming increasingly more difficult to find high quality personalised financial planning advice these days. Financial planning can be one of the most important decisions that you will ever make and it is vital that the advice you receive is absolutely specific to your needs and your situation.

It is never too early to start planning for the future, but a financial plan is not just a one time occurrence, it is a constantly evolving document and it is for this reason that ongoing reviews are of the up most importance. Planning can involve many different aspects such as retirement planning, protecting the family and protecting your hard earned wealth and most importantly spending your hard earned wealth. With the constant changes we have seen with legislation and tax laws it has made successful planning increasingly difficult for individuals.

This is where I come in, as a Partner Practice with St. James's Place we believe that helping clients in these areas will enable you to have a plan in place that shows where you want to go and what you want to achieve and have a good idea of how to get there, as well as what happens if the worst was to occur. We believe that through our personal approach we can help to assist with a worry free future.


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Testimonials

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Carl has been our Financial Adviser over several years. Carl has given us options, advice and guidance which have proven to be very beneficial and life changing. We believe that trust and honesty are paramount when you are dealing with your life savings and future plans. We have always found Carl to...
Tony Lee |Retired, York

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.