SMJ Wealth
Chartered ALFBF, Associate Partner Practice at St James's Place Wealth Management In 2018, I established SMJ Wealth, a Partner Practice of St.
James's Place Wealth Management. This approach aligns completely with my vision to provide my clients with ongoing financial peace of mind. I recognise that financial planning is not something that was taught at school and can get pushed to the back of priority lists. It can become complex and is constantly evolving. Since the inception of the business, I have focused on providing each one of our
clients a professional service that is tailored to their circumstances. Taking the time and care to ensure each client’s individual needs are being met and putting in place financial planning strategies that can span several generations. I use specialist tools to help map out the clients future goals that allows me to easily feedback the outcomes. This allows me to focus on these goals so that the clients achieve the desired outcomes during our Financial Planning meetings. I provide advice covering the areas:
* Investment planning
* Estate and inheritance through intergenerational planning
* Retirement planning
* Protection and life cover needs
* Mortgage Planning
As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional
qualifications and ethical good practice. It means you can be confident that you are dealing
with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support. Away from work I have always been a keen sportsman. My main focus when I was younger was Rugby, Where I gained Student International honours and played at the Student RWC in Rome 2000. I also played for a number of South Wales Rugby Clubs in the Welsh Premiership and Championship. The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. Your home may be repossessed if you do not keep up repayments on your mortgage. 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. SJP Approved 20/10/2025
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