As a Financial Planner, I help clients achieve their goals and protect their lifestyles. Long-term relationships built on mutual trust give my clients access to the support and guidance needed at all stages of life and business.
The foundations to these relationships are:
The benefits of my services include:
I am looking to help successful young professionals and business owners in the Lancaster and Bay area who want to understand more about how Financial Planning can help them. Please feel free to connect with me, or message me directly. When not Financial Planning, I can be found trying unsuccessfully (so far!) to beat my better half at 10k and half marathons. Healthy body, healthy mind, I enjoy virtually all outdoor activities, especially assault and adventure courses.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
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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.