About Me

I am dedicated to developing long lasting relationships with clients, providing them with the regular face-to-face specialist advice they seek, whether they are looking for;

  • Retirement planning 
  • Tax efficient investment planning
  • Investing for growth or income 
  • Preserving their Estate for the next generation, or 
  • Providing protection for them, their family or business

I have found that some are put off by the term ‘Wealth Management’, in the mistaken belief that only the ‘well-heeled’ require good quality advice, I say “it doesn’t matter how much you’ve got, it’s what you do with it that counts”..

Away from work I enjoy family life, holidays and cycling. I have taken part in a number of charitable cycling events, most notably a USA Coast to Coast ride, we raised a lot of money for local charities and I learned a lot about myself.

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.

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I have no reservations recommending Paul Ward for his services, he was very professional, well informed and knowledgeable. He understood my circumstances and my desired solution and then clearly explained the impacts of this to me and ensuring I understood. He then laid out a plan to meet my require...
Mark Wicker |Managing Director, Colchester

The Partner 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.