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Based in Ashford
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Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I have been in the financial services industry since 1992 and has been with St. James's Place for the last 11 of those years. I am based in Kent and joined AJG Wealth Management in September 2019 for the administrative support they are able to provide so that he could spend more time supporting and advising his clients. I pride myself on building long-term relationships with his clients and providing them with a source of trusted advice as their financial needs evolve over the years. I provide reliable and professional advice in all areas of financial planning, such as retirement planning and pensions, personal protection and life insurance, investing for growth or income and inheritance tax (including trusts). I can help you understand your options and make the most of your money. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/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) 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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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