As Director of PC Financial Planning Ltd, Associate Partner Practice of St. James's Place Wealth Management, based in Exeter, my emphasis is on maintaining a long term relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
I have particular expertise in retirement planning, investment planning and mortgage advice.
Please feel free to contact me for further details or to arrange a meeting at your home or business.
We have been impressed with the way Paul and Micky have kept an eye on our investments and always give good advice, in a very friendly-yet-professional way. It is good to know that a professional is keeping in touch with the investments and this is being done on a continuous basis, not what we were ...
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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.