My core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning clients in Dorset and along the South Coast.
I offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth, or a business owner/director looking to ensure you have the right plans in place for your company.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Mel is always very friendly and and easy to talk to, and she understands my needs. She travels 80 miles twice a year to discuss my financial requirements and is always at the end of a phone if I need her in between visits. I rely on her professional expertise and trust her advice, and would recommen...
The Partner 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.