St. James’s Place Wealth Management

Business Category
Short Business Description
Chartered Wealth Adviser offering the friendliest and most flexible service in the North East.
I focus on personal finance including pension transfers and new set ups, life insurance and investments and I'm a child trust fund specialist.
Long Business Description

Also advise on business protection and inheritance tax planning in addition so other related financial matters.
I'm an active networking and also a Debrett's mentor.

Phone Number
07885723629
Business Address
I work from home in Northumberland but have offices on the Quayside and in Sunderland also.
Postcode
NE425FP

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