Expertise
- Investment
- Inheritance Tax Planning
- Income Protection
- Pension Transfers
- Pensions
- investment planning
- family protection
- ISA's
Summary
The St. James's Place Group was established in 1992 by Sir Mark Weinberg, the late Mike Wilson CBE and Lord Jacob Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992.
Today, St. James’s Place is a FTSE100 company listed on the London Stock Exchange (STJ). The group has over 20 years of experience in the UK with 21 locations.
The strength of our business is underpinned by satisfied clients, their referrals and our distinctive approach to investment management. I and St. James's Place personally aim to deliver our commitment by:
- Providing face-to-face financial advice that is always honest and straight forward
- Giving my clients the opportunity to review their financial affairs regularly
- Ensuring that investments are managed effectively
- Ensuring that any correspondence and literature is clear and easy to understand
- Listening to my client feedback
- Ensuring that all of my dealings with clients are sensitive to their needs
St. James's Place Wealth Management Group guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
Should the services I provide be of interest or you would like me to review any of your existing arrangements, I would be delighted to hear from you.
UK Office: 11 Hamilton Place, Mayfair, London W1J 7DR
UK Mobile: 07720 713 438
UK Email: [email protected]