Director of East Point Wealth Management Ltd
I have worked in financial services for over 17 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
After 4 years as a Director of IPM Wealth Management Ltd, gaining valuable knowledge and experience of working with St. James’s Place, I am excited to announce that I have now joined St. James’s Place as an Associate Partner Practice.
We specialise in providing our clients with superior service in all areas of wealth management, including retirement planning, wealth protection, and investment planning. More details are available on my website at eastpointwm.co.uk
As an Associate Partner Practice of St. James’s Place Wealth Management based in Lowestoft, 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.
East Point Wealth Management Ltd 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).
The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives