I aim to be your trusted partner in creating clear financial solutions.

For 29 years I have been providing a wealth management service to individuals and businesses. In that time I have found that while my clients share similar concerns, they need individual solutions. I am able to offer you the benefit of a single relationship to meet your financial needs, whether your priority is to:

• Build & Preserve Capital
• Manage Cash & Borrowings
• Gain Financial Protection Against Risk
• Or reduce the impact of taxation

If we were meeting in a few years time, say 2015 and you were looking back to today, what has to have happened, both personally and professionally, for you to feel happy with your progress? Look back to 2000, the start of the new Millennium, how have your circumstances changed since then?

Back to practicalities, look around this informative website and if you want to move forward, the next step is to telephone 0845 094 2732 or email me to arrange the initial exploratory meeting.

Aiming to keep clients aware of the most up to date information within the markets, I publish Market Bulletins highlighting financial and economic issues on a regular basis. Please click the Market Update link on the left to view these.

Ian Morgan,
Partner, St. James's Place Partnership