Financial Consultant at Tailored Solutions Wealth Management, Partner Practice of St. James’s Place Wealth Management
I have worked in financial services for over 20 years and provide broad based advice to all types of clients helping them with practical solutions to the financial issues that concern them most.
My advice covers all areas of wealth management, including retirement planning, protection and investment planning.
As a Partner Practice of St. James’s Place Wealth Management based in Norwich, our emphasis in on maintaining long-term relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
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. Tailored Solutions Wealth Management is a trading name of TS Financial Planning Ltd – SJP Approved 17/03/2024.