Edward has been with St. James's Place as an Adviser since 2018. He brings a modern approach to helping clients achieve their financial goals, integrating modern technology and a ‘first class full financial planning service’ which includes, Investment & Retirement Planning to Protection and Inter-Generational Wealth planning.
With client care at the heart of what he does, ensuring people feel more in control and empowered about their financial position, whilst improving his client’s overall wealth and tax efficiency are core to his approach.
Edward deals with both individuals and professionals as well as businesses, with many of his new clients coming from personal introductions from existing clients who have been very impressed with his advice style and caring attitude.
He is also passionate about investing for the next generation, advising our clients how to be more aware of making their money a force for good and showing them how to create a clearer path for their financial future.
In his spare time Edward enjoys fashion, being active whether that’s playing sports or going to the gym, holidays and spending time with family and friends.
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.