Principal Partner Practice of St. James's Place Wealth Management
My Philosophy since joining St. James's Place Wealth Management in 1999, focuses on maintaining a long-term trusted relationship with my clients. I take time to really get to know my clients before offering advice.
I am able to offer you the benefit of a single relationship to meet your financial needs, whether your priority is to:
Build and preserve capital
Manage Cash and borrowings
Gain Financial protection against risk
Reduce tax liability
Meet Care fees
I believe that financial planning is a particularly personal area of need. I therefore, provide a bespoke wealth management service, tailored to meet the specific needs of each individual.
This would generally involve one-to-one meetings, either at my office, or in the comfort of your own home. These meetings are with no obligation.
Contact Alan Wiseman - Wealth Management Consultant
The Partner Practice 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.
Eight Wealth Management Ltd is registered in England and Wales, Number 06544529. Registered Office: 1460 Parkway, Whiteley, Fareham, PO15 7AF, England.