The most important thing we do is listen. By doing this we can learn about your goals and aspirations and create a personalised one-page financial plan for your long-term wellbeing.
We pride ourselves on our integrity and the trust we have built up with our clients. We are very aware that this is hard won and easily lost which is one of the reasons we see our clients on a regular basis, to ensure the appropriateness of our advice and review how far along the road we are to reaching these goals.
With the continually changing nature of people’s lives, particularly as we get older, this has never been more important.
The future will probably look very different to the next generation, but one thing will remain true: a well thought out plan and a trusted financial advisor will lead to greater peace of mind. We sincerely hope we can be that trusted advisor and guide you along that path.
If you would like a review of your own financial affairs then please do not hesitate to contact us.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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I first met Nick at a networking event held locally in Cheltenham. We chatted and he explained a little about how he helps successful entrepreneurs with their financial decisions. He was friendly, informative, and not at all pushy, I felt at ease and comfortable chatting to Nick. That was over 5 yea...
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.