I want to help you set and achieve your goals, while ensuring that you are in control of your finances every step of the way. Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. I want that experience to be positive in every sense. I am proud to provide a friendly, easy to understand and honest face-to-face advice service tailored to your individual circumstances.
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.
The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Members of the St. James's Place Partnership in Hong Kong represent St. James's Place (Hong Kong) Limited, which is an insurance broker company licensed with the Insurance Authority (Licence No. FB1075), a licensed corporation with the Securities and Futures Commission (CE No. AAV439) and registered as an MPF Intermediary (Registration No. IC000852).