I am a Chartered Financial Planner and a Fellow of the Personal Finance Society (FPFS) the most prestigious title in UK Financial Planning and the highest designation awarded by the PFS. My areas of expertise include pension, investment planning and later life financial planning. Establishing whether your pensions and investments are enough to meet your future needs can be a challenging process.
Take action now by booking your no obligation consultation and I will explore your requirements. 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.
Take action now by booking your no obligation consultation and I will explore your requirements. 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.
Services
As a Partner Practice of St. James's Place Wealth Management, our focus is on you and achieving or maintaining financial security for you and your loved ones. We work closely with all our clients, building a relationship based on trust and an in-depth understanding of their personal finances. We appreciate that you will have unique financial ideals and situations, which is why we tailor our services and recommendations specifically for you.
Reviews (1)
Keith Lewis
Sep 14, 2018
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