Partner Practice of St. James's Place Wealth Management
I am a Financial Adviser with IQ&CO, specialising in providing financial advice to both individuals and companies. Key areas of expertise include:
Companies: Pension, Investment, Financial Management, Business Protection and Tax Planning
Individuals: Pension, Investment, Financial Management, Personal Protection, Estate Planning and Tax Planning
I have 15 years’ experience in the financial services industry and I am passionate about helping clients achieve their financial goals by providing personal face to face advice. I am a CFA Charterholder and hold a MSc. Finance and a BA (Hons.) Accounting & Economics undergraduate degree.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
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.
IQ&Co Limited is registered in England and Wales, Number NI645266. Registered Office: 1st Floor, 45 High Street, Holywood, Northern Ireland, BT18 9AB.