I have worked in Financial Services for over 25 years and provide broad based advice, working exclusively by personal recommendation from existing clients. I work closely with my clients helping them with practical solutions to the financial issues that concern them most
My advice covers all areas of wealth management, including retirement planning, wealth protection, Investment Planning, mortgages and family protection.
As a Senior Partner Practice of St. James's Place based in Edinburgh, my emphasis is on maintaining a long term relationship with my Clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.