Experience

JMS Wealth Management, Senior Partner Practice of St. James's Place Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Financial Consultant, Your Future Perfect Wealth Management

  • Mar 2013 - Present

  JMS Wealth Management is a Senior Partner Practice of St. James’s Place Wealth Management giving our clients peace of mind and access to a broad range of expertise. We are a small wealth management company with exceptional customer service levels. The success of our practice is based on maintaining long-term relationships with our clients and providing them with a source of trusted advice as their financial needs evolve over time. We cover Hampshire, the South Coast and London. Working alongside Justin and the JMS team I offer clients a holistic level of advice and a bespoke service. I have 30 plus years experience in the industry, and since joining JMS I have built excellent client relationships and have continued to build a new client base through recommendation. If you would like to discuss any aspect of your financial planning, then I would be delighted to hear from you.



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Feb 1983 - Mar 2013