St. James's Place are a FTSE-100 wealth management business that puts long-term relationships and advice that clients trust at the heart of everything we do. Because every client has different needs and aspirations, we offer personalised advice that covers financial, investment and tax planning, designed specifically for their lifestyle goals and stage of life.In a world of call centres and robo-advice, St. James’s Place believe in the face-to-face approach, and offer advice and services for individuals and business owners based on quality and strength.Partners at St. James’s Place are among the country’s leading financial professionals and they support their ongoing professional development to ensure they remain as well qualified and technically able as possible. As a result, St. James's Place guarantee 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. Our clients consist of individuals, families and business owners spanning all age ranges and across the affluent and high-net-worth markets in the UK and Asia. Our ethos is built on a core commitment to achieving the best possible outcomes for clients and ensuring that they are well served by our long-term, face-to-face, relationship-based approach to managing their financial affairs and helping achieve their lifestyle objectives.

Actively managing a portfolio of Premier clients, completing full reviews to establish and address their immediate and future financial requirements. My role also consists of the responsibility to acquire, develop and deepen relationships within my portfolio.