Bernard has been in this profession since 1979 and is a founder Partner of the St. James's Place Partnership (previously known as J Rothschild Assurance) which started in 1991.
He often works alongside clients’ own solicitors and accountants providing a complementary service and a fresh perspective to ensure that all aspects of their financial affairs are considered.
All members of the St. James's Place Partnership are expert advisers in their own right, but some Partners have exceptional expertise in specific and often highly technical areas. If your circumstances require this expertise for a particular issue, Bernard will consult and if necessary introduce you to a specialist colleague from within the Partnership, just as he is consulted on particular areas by other Partners.
Specialist Wealth Management for Directors
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A Clear Working Partnership
