We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. CFA Charterholder, SOLLA Accredited (Society of Later Life Advisers), FCA registered. I have worked in financial services for over 7 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial iss
ues that concern them most. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings, and investment planning. James’s Place based in London, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. Pledge Financial Services is an appointed representative of and represents only St James's Place Wealth Management plc. Your home may be repossessed if you do not keep up repayments on your mortgage. The Partner Practice 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). James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James’s Place’s distinctive Investment Management Approach
Investments
Pensions
ISAs
JISAs
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
