About Us

I offer face-to-face advice and specialise in meeting the financial needs of people who have created more capital or who earn higher incomes than average, and whose circumstances are therefore more complicated than average.

I offer a personal wealth management service, offering you the benefit of a single relationship to meet all your financial needs, whether your priority is to:

  • Build or preserve capital
  • Manage cash and borrowings
  • Gain financial protection against risk

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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.

Simplicity Financial Planning Ltd is registered in England and Wales, Number 11956397. Registered Office: 5 Oaks Court, Warwick Road, Borehamwood, WD6 1GS.