I am a Wealth Management Adviser at Argent Chartered Financial Planners, a Senior Partner Practice of St. James's Place Wealth Management. Having joined the industry in May 2011 I quickly worked to acquire my industry qualifications and I now hold the Chartered Financial Planner qualification.
At Argent we understand that with a busy career and personal life, it can often be hard to find the time to dedicate to managing financial affairs in an efficient way. Sound financial planning is key to achieving lifestyle objectives, now and in the future.
Personal situations and objectives differ vastly and understanding specific circumstances is essential to providing appropriate advice. Following an in-depth review we provide bespoke advice on the best way to efficiently manage financial affairs. We then work with clients on an on-going basis to help make sure their financial plans keep pace with their objectives.
I provide specialist wealth management and financial planning advice in the following areas:
- Retirement planning
- Tax efficient investment planning
- School fees planning
- Trust* services and inheritance tax planning
- Family protection
I currently live with my partner Rachael and enjoy all sports, both watching and playing, and am a keen golfer. In my spare time I also enjoy trips to the cinema and travelling to as many places as possible.
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 at 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.
Argent Chartered Financial Planners is a trading name of Argent Wealth Management Ltd
* Trusts are not regulated by the Financial Conduct Authority.