As we have all seen, the number of advisers and firms providing advice has been shrinking over recent years. I realised that in order to continue to be able to offer the high service levels that I provide my clients, St. James's Place Wealth Management, for me, was the natural choice.
Therefore, I was delighted to accept their invitation for two key reasons, firstly, this allowed me to offer my clients an excellent range of financial services and products, which are available exclusively through members of the Partnership.
Secondly, the distinctive approach to investment management adopted by the St. James's Place Wealth Management Group allows my clients access to global markets through a range of investment funds managed by some of the most talented and respected Fund Managers available.
I am a Chartered Financial Planner and Fellow of the Chartered Insurance Institute and of the Personal Finance Society.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We very much appreciate the time, support and sound advice offered by Alan in bringing to our attention the opportunities available to improve our financial returns. His willingness to listen and understand our circumstances and challenges has helped build a valuable relationship.
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The Partner Practice 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.