In addition to his leadership responsibilities, John managed a small number of high and ultra-high net worth private clients and business owners whom he advised on all aspects of wealth management and financial planning, from investing to retirement and intergenerational tax planning. John’s focus is developing long-term trusted client relationships founded upon on a deep understanding of their goals and concerns together with expert advice and great service.
He is trustworthy, professional & knowledgeable. He explains everything to us until he knows we understand. The support he gives us is second to none. We would highly recommend him to anyone. Excellent.
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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) 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.