Our mission is simple…
to empower you with the knowledge and tools needed to make sound financial decisions that align with your goals and values
Ruby Josham
Practice Support Specialist & Trainee Paraplanner
I began my career as an apprentice business administrator at a paraplanning firm, where I developed a strong foundation in financial services. After completing my apprenticeship, I set my sights on advancing into a paraplanning role, actively pursuing the necessary qualifications to achieve this goal. A chance meeting with Tim O’Loughlin provided an opportunity to showcase my skills, ultimately leading to my current position.
As of April 2024, I am proud to be midway through completing my RQF Level 4 Diploma in Financial Planning—a qualification designed for professionals in the financial services sector, further solidifying my expertise and commitment to the industry.
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Reasons to
work with us
No-obligation financial advice
Following our initial no-obligation meeting, there is no requirement to work with us
Guaranteed advice
St. James’s Place guarantee the suitability of the advice given by our team of advisers
Resilience and resources
Partner Practice of St. James’s Place, one of the UK’s largest providers of financial advice, entrusted with
£189bn of client funds
502
happy customers
90
million pounds under management
96
positive google reviews
80
years + of combined experience
How we can help
General Financial Planning
Our goal is to help you create a roadmap to financial success that reflects your aspirations
Retirement Readiness
We help you secure your future by making informed choices about your retirement savings and income streams
Budgeting
& Saving
Learn the art of budgeting, saving, and setting achievable financial goals
Getting started is easy and fast.
0117 440 7869
Knightwood Court, Mead Road,
Stoke Gifford, Bristol, BS34 8PS
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