I am a Chartered Financial Planner and Director of MPH Wealth Management Ltd, a Partner Practice of St. James's Place and I have more than 20 years of experience in the wealth management industry. I have a wealth of expertise and experience and pride myself in providing an invaluable service to my clients.
At MPH Wealth Management Ltd, we are very passionate about building long term relationships with all of our clients founded on trust, excellent service and superior wealth management planning.
We look after Private Clients, Business Owners, Trustees and Charities and pride ourselves on basing our advice on our strong ethical and moral values and a desire to genuinely look after people and help them understand complex financial planning matters in a simple and pragmatic fashion.
It is our personal goal to help all of our clients plan holistically, considering everything from ensuring they and their families/businesses are protected, to aiming for superior returns on their investments and pensions, to asset protection and tax mitigation. In simple terms, "Holistic Wealth Management Planning", which is tailored for the clients in question based on current Government legislation.
We offer a personal wealth management service, and do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whatever your priority may be.
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.
We offer an excellent wealth management service which will help you achieve your goals
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We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 14/02/2024
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.