As a Senior Partner of St. James's Place Wealth Management, I can provide you with a personal wealth management service designed to meet your short-term and long-term needs. I can help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change.
My philosophy is to make it simpler for you to manage your wealth, and I achieve this through provision of personal, face-to-face wealth management advice that is designed to suit your individual long-term requirements. There are no off-the-shelf solutions as my experience is that every single client has their own personal concerns, responsibilities and ambitions. The solutions that work for one, simply wouldn't work for another.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
I do not provide 'off the shelf' solutions. I put my clients at the heart of everything I do.
I specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
Joe Thomas is simply a genius who kept me afloat when everything seemed to be sinking! For a man like myself whose interest in financial planning stretches to ‘where can I get a curry for a tenner’ he is a lifesaver. He came in and took over my affairs 15 years ago, guided me through two ex-fiancees...
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.