I offer a personal wealth management service, I do not provide off-the-shelf (or off-the-web) solutions, but offer 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
Thank you for taking the opportunity to visit my website. Please take a look around and take the opportunity to contact me to discuss any financial matters concerning you.
In today’s world our financial lives are becoming more complicated, due to a combination of higher workloads and forever changing legislation. By taking early measures and regularly receiving advice regarding your lifetime plans, you can achieve your financial aims , allowing you more time to live your life's to the maximum.
I would like to offer all new and existing clients the opportunity to review your financial aims and aspirations at a time convenient to you.
Jonathan M Parfitt Dip FS
Principal of Jonathan Parfitt Financial Planning
Partner Practice of St. James's Place Wealth Management