I have been in the financial services industry for almost 20 years and have been working for St. James's Place since 2007. Originally from Birmingham, Patrick moved to the North East of England in 2005 after meeting his wife to be, Gillian.
My clients receive advice on matters which include retirement planning, building and preserving capital, while working towards obtaining income and capital growth in a tax-efficient and flexible manner. I also specialise in estate and inheritance tax planning.
I believe that the quality of advice given is very important and therefore additional qualifications are important. As a Chartered Financial Planner and Fellow of the Chartered Institute of Insurers, I am one of an elite group of professionals at the forefront of our profession.
The services you can expect to receive from me are:
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 levels and bases of taxation can change at any time. The value of any tax reliefs depends on individual circumstances.
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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.