Based in Cardiff, South Wales, I provide a fully bespoke wealth management service to clients in Wales and the South West, creating individual plans that help people achieve their financial aims and objectives.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 22/11/2023
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.