Associate Partner at St. James’s Place

I help people make the most of their financial potential aiming for them to achieve and maintain the lifestyle they want, without fear of running out of money.

Whether you’re just starting out in the world of work, or planning for how to transition from full time work into the next phase of your life, you will want to know “How much is enough?”. Answering that question can have a big impact on your plans – it can make the difference between having to work a little longer, or maybe being able to stop work sooner than you thought. You might already have enough, but not know it, stopping you living the life you could.

I work with clients to really understand what they want from life now and in the future, what their financial circumstances are, and how these will change over time. I build a personalised financial plan to help them achieve their aspirations, covering all areas of savings, investments, pensions, wealth protection, retirement planning and estate planning.

These plans are not static blueprints, and I work with my clients to help them constantly review their progress and correct for anything that may change.

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.

IM Financial Planning 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 http://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 15/08/2023