About Me

I have chosen to be a Partner of St. James's Place Wealth Management, in order that all of my clients benefit from:

  • The peace of mind of 'Guaranteed Advice'
  • Access to the Distinctive Approach to Investment Management
  • Dealing with a highly respected and award winning, FTSE 100 wealth management company

As part of our wealth management service we will:

  • Review your existing arrangements
  • Focus on what is important to you
  • Only make recommendations once we fully understand your circumstances and objectives
  • Regularly review your plans to ensure they remain appropriate

I offer clients a bespoke and high level of personal service that is rarely seen in today’s financial marketplace. This explains why many of our clients come from personal recommendations.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.


Testimonials

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I was referred to Sue from Age UK Nottingham as my elderly mother had gone into care. Sue was very knowledgeable and her reassuring manner made the whole process easy to understand. We can now relax and spend quality time with mum instead of worrying about running out of money. I cannot thank Sue...
Mr M Hill |Retired, Worksop

The Partner 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.