STEP 1 - Let's Meet and talk about your current situation, your concerns and your Financial goals. STEP 2 - We will work with you to prepare a Financial plan, that will help you achieve your Financial goals. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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.
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.
Services
Our financial plans are unique to ourselves and our families. Business owners have the added complexity of planning for their business. Through many years of working with private clients and business owners, I have built up a toolkit of solutions and options for clients. The more complex the case, the more challenging.
Reviews (3)
Siobhan O'Flynn
Apr 27, 2021
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Jake Gowan
Apr 23, 2021
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Positive: Professionalism, Responsiveness, Value
Absolutely brilliant service provided by Georgina; more importantly brilliant communication and transparency throughout. My fiancée and I were given the piece of mind that our daughter would be financially secure should the worse happen which is a huge weight from our shoulders.
Absolutely brilliant service provided by Georgina; more importantly brilliant communication and transparency throughout. My fiancée and I were given the piece of mind that our daughter would be financially secure should the worse happen which is a huge weight from our shoulders.
Louise Housecroft
Apr 14, 2021
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Georgina was extremely friendly and knowledgeable. She made it very easy to understand when explaining my options, clearly explaining all benefits and risks. The whole process was handled in a professional manor, and I found the documentation provided very helpful. I would recommend to anyone who needs financial advice!
