Clarity Financial Planning
Senior Partner Practice of St. James's Place Wealth Management
As a Senior Adviser, I offer a specialised and personal service to all clients. Having worked in financial services for over 13 years, I have built up a wealth of knowledge and experience which has seen me provide a broad range of advice, mainly to Directors, professionals, and retired clients to help them with practical solutions to their financial planning concerns and achieve their aspirations.
My advice covers all aspects of wealth management, including Investment Strategies, wealth protection, Retirement Planning, Trust* provision, Tax & Estate Planning. My emphasis is on building and maintaining long-term relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. I hold a Diploma in Financial Planning and I hold the PETR qualification.
*Trusts are not regulated by the Financial Conduct Authority.
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.