Planning for a secure future whether for yourself, your family, or your business is one of the most important steps you will ever take. It is advisable to regularly review your financial situation, especially if there any changes to your circumstances; starting a family, changing jobs, starting your own business, receiving an inheritance, retiring, needing care later in life. A review of your goals is crucial.
Sandie’s specialties are:
Sandie’s philosophy focuses upon maintaining a long-term trusted relationship with clients showing distinct quality and integrity. This in turn gives both private and business clients financial peace of mind. This level of satisfaction may be judged by the fact that many new clients come to her as a result of personal recommendation by existing clients.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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We have been with St. James's Place since 2006, and Sandie has looked after my finances, along with my wife's and my late mother with professional aplomb since 2008. She has recently dealt with my mother's probate and inheritance tax matters, liaising with my solicitors at an extremely difficult and...
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.