I provide highly personalised and holistic face-to-face wealth management and financial planning advice to individuals, families, trustees and small businesses.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Following a career in the Army I transitioned into wealth management with St. James's Place and have been advising clients since 2007. During this time I have built-up a successful Practice which centres on providing long term financial advice for clients and their families to help them meet their evolving financial objectives.
Few people have the time or inclination to manage their financial affairs as they would wish. This is hardly surprising as the financial world is complex and unpredictable. However, at some stage, most of us will look for trustworthy financial advice to help in making those all important decisions.
At McGill Wealth Management, we have a wide range of expertise and knowledge, developed over the years, to assist people – individually and in business – in fulfilling their aims and aspirations, and crucially, to offer peace of mind for the future.
Each client will have their own personal concerns and ambitions and, as there are no ‘off the peg’ solutions, I believe they will appreciate the ‘one to one’ personal advice I can give. This leads to the creation of an individual wealth management plan tailored to help the client to achieve their goals.
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.