I have been a qualified financial adviser since 1996. My philosophy and approach is to increase the wealth and financial security of my clients by developing tailored financial strategies that suit their individual needs. As an Associate Partner Practice of St. James's Place, I support clients building medium- and long-term wealth.
Whether you are trying to create financial security for you and your family, or attempting to maximise your existing assets, I strongly believe that it’s vital my clients feel their financial adviser is someone with whom they can build a relationship, who has their financial well-being at heart and who offers a knowledgeable, professional and friendly service for them to call on.
I aim to provide you with peace of mind regarding your personal financial affairs and I hope that you are satisfied with the service provided to you. I know there are many people who also share similar concerns and I would warmly welcome any introductions to your family, friends and colleagues, so that I can help them benefit too.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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I have always appreciated the fact that Adam acts very much as an adviser rather than a salesman. Over the years I have come to rely on his sound knowledge of and common sense approach to investment. Long may it continue.
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.