Senior Partner Practice of St. James's Place Wealth Management
As a Diploma qualified Financial Adviser with over 30 years’ working in the Financial Services industry and over 25 years with a major UK Retail Bank, I have a wealth of experience in assisting clients meet their financial goals and objectives.
Areas of Expertise: I specialise in providing clients with Investment planning, Pension planning and Protection advice.
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.
Victoria Court Private Clients is a trading name of Clayton Holmes Naisbitt Ltd. Clayton Holmes Naisbitt Ltd is registered in England and Wales, Number 6010342. Registered Office: 9 Victoria Court, Bank Square, Morley, Leeds, LS27 9SE.