I have experience spanning in excess of 30 years in financial services and use this to help others make the most of their money and realise their financial goals.
In 2013, I recognised that I could provide clients with a better service and the best possible advice by setting up my own business, becoming a Partner Practice of St. James's Place Wealth Management as part of the process. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
My core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning clients in Shropshire and Mid Wales.
I offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or an elderly client looking to ensure you have the right plans in place for your peace of mind.
An investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
In my spare time I enjoy socialising with my Wife Jane and 3 children.
On entering into an Equity Release Plan I met Neil Lewis. The advice and guidance I received made me feel comfortable and able to make a balanced decision. He is a man I can trust. We have met several times and have been offered complete support from him and the team in all my financial dealings. ...
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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.