James's Place, I provide financial planning and wealth management solutions to individuals and business owners with my key goals being to:
• build long term relationships;
• help clients build and preserve their capital; and,
• protect them against risk. I believe that being aware of your current financial situation, your goals, aspirations and plans for your financial future are really import
ant. I also believe that whether you are a family, business or individual, these are very much unique and so the approach to planning and managing them should be personalised too. It is often true that taking the time to deal with financial matters is something that gets pushed to the back of the queue in day-to-day life or worse still, over-looked all together! That’s why I like to keep it simple, offering face-to-face, one-to-one guidance to help you achieve your goals. The value of your investment can go down as well as up. You could get back less than you invested. Simmons Financial Planning 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 http://www.sjp.co.uk/products. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. The title 'Partner' is the marketing term used to describe St. James's Place representatives.
