Born in Mid Wales to Welsh Italian parents I speak fluent Welsh and reasonable Italian. Before joining the financial services Industry I backpacked around the world for 3 years.
I have been working in the financial services industry for over 35 years and have the knowledge and experience that you need to be confident that you are in safe hands.
My expertise covers the broad spectrum of financial planning and will help you and your business to:
At the heart of my service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such I regularly provide access to a range of newsletters for my clients, including a weekly Market Bulletin and quarterly magazine, The Investor.
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.
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.