27 Wycombe Road
Ilford
IG2 6UT
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(195351) St. James's Place Wealth Management Plc
I have worked in financial services for over 25 years and am a qualified Chartered Financial Planner.
Planning for a secure future is the most important provision you can make.
It is important to review your financial plans to take advantage of any changes in legislation and tax law. As an Associate Partner of St. James's Place, my priority is helping to achieve your financial goals for you and your family.
Based on core values of excellence of service and integrity, I will provide you with the wealth management solutions that you need for now and in the future. I understand that you are unique, with your own values and ideals, which is why I will tailor the services and recommendations to create bespoke financial planning solutions specifically for you.
Among the services I offer are:
• Savings and investments advice – planning for your future.
• Protection, including bespoke income protection, life and
critical illness.
• Retirement planning including NHS pensions
• Inheritance Tax planning
As a Partner of St. James’s Place based in Ilford, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
The value of your investment can go down as well as up. You could get back less than you invested.
Trusts are not regulated by the Financial Conduct Authority.
The Partner 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 title 'Partner' are marketing terms used to describe St. James's Place representatives.
SJP Approved 01/05/2024
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.