Over the last 30 years, I have provided financial advice covering a wide range of areas including investment planning, Inheritance Tax planning, retirement planning and protection.
Garth is a qualified Chartered Financial Planner having completed the Advanced Diploma in Financial Planning and this means that clients can be confident that he is wholly committed to providing the best possible advice, service and support.
Garth’s philosophy focuses upon maintaining a long-term, trusted relationship with his clients and he believes that this can only be achieved by demonstrating ongoing integrity alongside ensuring that the advice which he provides is of the highest quality. By adopting this work ethic, Garth is in an excellent position to ensure that both his private and business clients benefit from financial peace of mind. Many of Garth’s new clients are as a result of personal recommendation from his existing client base.
It is often a frustration for investors that their affairs are not regularly reviewed, and a cornerstone of Garth’s commitment to service is a promise to meet each client on an annual basis, or more often if required.
The key aim is to keep clients aware of the most up-to-date information and opinions within the markets and as part of this commitment Emerald Associates provide regular seminars on investment approach and how best to meet changing client needs.
Qualifications and Professional Memberships:
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.