Senior Wealth Manager with Sage Wealth ManagementSenior Partner Practice of St. James's Place Wealth ManagementI have worked in Financial Services for over 30 years for some of the most recognised insurance providers and high street building societies, providing a professional holistic approach to financial planning.My advice covers all areas of wealth management including retirement planning, wealth protection, inheritance tax planning, savings and investment planning. Full details of our advice service are available on our website www.sagewm.co.uk/hexhamAs a Senior Partner Practice of St. James's Place Wealth Management, my focus is on maintaining a long term relationship with my clients and providing them with a professional and trusted advice service.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.The Partner/Partner Practise 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 “Partner Practise” are marketing terms used to describe St. James’s Place representatives. SJP approval 02/01/2024
Listed skills include Team Management, Account Management, Event Management, Financial Services, and 10 others.
