As a Principal Partner of St. James's Place Wealth Management with over 30 years of planning and advising experience, I understand that your priorities and needs come first. I want to help safeguard you and your loved ones, because the business of creating wealth frequently leaves little time for managing it.
I first joined the St. James's Place Wealth Management family in 1994 and have been a Principal Partner since 2020. My practice involves my two children, and I believe that this reflects in the values and day to day running of my business.
Relationships with my clients are built on trust, transparency and integrity and I ensure my service is the best it can be by keeping my knowledge current and up to date.
The future is never set in stone, and your goals will inevitably change over time, that is why we will work together to ensure the security of your financial future which makes space for those unforeseen events but also maintains the freedom for you in later life.
I provide expertise across all aspects of Inheritance Tax planning, Retirement and Investment planning as well as being a specialist in Pension transfers.
I have received excellent advice from Karl Hames for over 25 years and am very pleased with the performance of investments with St. James's Place that he has guided me on. I have no hesitation recommending Karl to family anymore, confidence that he will deliver the same levels of good advice that I ...
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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.