Having been an adviser at St. James's Place for 5 years, I had the opportunity to form my own practice within the Partnership in the summer of 2021, which was an opportunity I embraced with open arms. Staying with St. James's Place was always an imperative part of my decision to move, since I am proud to have access to their investment management approach, alongside the advice guarantee that they offer.
I founded SJM Financial Planning under one fundamental principle. This is to ensure that every client receives the highest client service, no matter what stage they are along their financial journey. I focus on providing high quality advice and creating a financial plan from the outset, and then working with clients throughout their lifetime to help them meet goals and objectives, whether that be at the start of their career, or those approaching the retirement phase.
Follow the ‘get in touch’ link on the homepage to find out how I may be able to help you on your financial journey.
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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.