I have worked in the financial industry for over 16 years and have the knowledge and experience that you need to be confident that you are in safe hands. My emphasis is on maintaining long-term relationships with clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Established in 2015 JM Wealth & Prosperity is based in Manchester and provides advice to clients both within the City, and more widely throughout the North West of England.
Our service is built on individual relationships to meet all of your financial needs, whether to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company.
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 09/01/2023
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.