I truly love what I do, not many people can say that, and I am very lucky to have found something that positively impacts people’s lives by working with them in their own unique situation.
You will find me welcoming and relaxed, yet professional and totally dedicated to helping you make the best financial decision in any given situation. Because of this, I don’t believe that I am a typical Financial Adviser, and my clients tell me that they love this approach.
As Principal Consultant, I will be the person that you will meet on a regular basis to help optimise your financial future, as well overseeing business operations to make sure that as a team, we are performing as efficiently as possible in every aspect.
This may sound corny, but we have a special bond with each and every client. Please don’t just take my word for it, our client testimonials will give you their unbiased views of me, our business and the approach I take.
I am married, have two gorgeous children who are 4 and 2. I am a big sports fan – one thing that I do have in common with most other Financial Advisors, is that I am pretty useless at golf.
I found Jim to be extremely knowledgeable and professional, he explained all of the complex scenarios and options in ways that I was able to follow and make a decision on, he offered advice and suggested the best possible products to suit my circumstances and wasn’t trying to force unnecessary produ...
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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.