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St. James’s Place: St. James's Place | One to One Financial Advice
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Claire has been helping clients take control of their financial lives for over 20 years. Claire is warm, approachable, and particularly skilled at cutting through the complexity so that her clients feel confident and informed rather than overwhelmed.
930720U England Oxon [email protected] ...Martin starts every client relationship the same way: by finding out what actually matters to the person in front of him. He takes a holistic approach to financial planning and believes that a good plan only works when it is built around real life rather than imposed on top of it. Martin is thorough, personable...
Mark has been advising directors, professionals, and retired clients for nearly two decades, helping them protect what they have built and plan effectively for the future. Mark places real emphasis on the ongoing relationship rather than one-off transactions, and his clients value the continuity and trust that c...
Dawn is one of Eight Financial Advice's dedicated mortgage and protection specialist based in the Banbury area.
930734U England Oxon [email protected] 52.05807, -1.34038 Dawn Carey OX16 9AE Certs CII (MP & ER) Cert CMP dawncarey 01295 275 269 07958 434 759 Banbur...Frances joined Eight Financial Advice bringing a background in recruitment and estate agency and a genuine passion for helping people feel more in control of their financial lives. She is driven by the belief that good financial advice should feel empowering rather than intimidating, and that everyone deserves...