My purpose is to help individuals and their families, as well as business owners, get their finances in the right place to help them achieve their goals in a world worth living in. My role is to be available to assist; I believe that first and foremost it is about caring for my clients, taking the time to get to know them, understanding their future and goals, and help them to achieve this through tailored financial advice. My services encompass financial planning and wealth management in key areas such as tax mitigation, retirement planning, estate planning and personal protection.
I can support my clients virtually or face to face whichever is their most preferred method, my driving force is my fiancée and my future children, to provide them financial security in a world worth living in. I look forward to connecting and supporting your business’.
Cathedral Wealth Management Ltd 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 http://www.sjp.co.uk/products.
SJP Approved 15/02/2024