I am a Chartered Financial Planner with over 25 years’ experience, based in Bristol, providing expertise, reassurance and support to help you to live the lifestyle you want, without having to worry about money.
My clients benefit from a clear, strategic approach that helps them make sense of where they are with their lives and how they can use their wealth effectively towards achieving what they want for their family and themselves.
We like working with:
- Individuals who seek better returns and have a benevolent approach to life.
- Families with wealth wishing to preserve their holdings for future generations.
- Business owners looking to retire within the next 5-10 years.
- Professionals and senior executives who are seeking to plan the next stage of their lives and enjoy a rewarding lifestyle.
- Advising new businesses to achieve success.
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. Your return may be less than you invested.
At Royall Wealth we have strong values and principles.
1: Patience
2: Transparency
3: Simplicity
4: Quality
Benefits
As a client of Royall Wealth, you will feel:
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
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 29/02/2024
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.