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.
I do not provide 'off the shelf' solutions. I put my clients at the heart of everything I do.
I 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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Mel is friendly and helpful. She is very knowledgeable and has the ability to explain financial matters clearly. Mel answers our questions in a way we can understand and always makes sure we are happy with the response she has given to any concerns we have raised. We consider ourselves to be lucky t...
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.