Alistair uses face-to-face meetings to carry out full financial planning reviews for his clients and gives considered tailored advice on investment and retirement planning, inheritance tax planning and family protection.
In 2007 Alistair was invited to become a Partner of the prestigious St. James's Place Partnership, the sole advisory channel of the St. James's Place Group. In 2008 Alistair started his own practice, providing tailor made financial solutions to its clients.
Previous to this Alistair enjoyed a successful career giving financial advice for the Abbey National Bank and the Bristol & West and Portman Building Societies.
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.