Senior Partner Practice of St. James's Place Wealth Management
Richard Holmes FPFS Certs CII (MP&ER) Chartered Financial Planner - Principal Director (Wealth Management Consultant)
Background: Qualified to an advanced level, Richard holds the Chartered Insurance Institute’s (CII’s) prestigious Chartered Financial Planner title, and is a Fellow of the Personal Finance Society; the highest level of qualification awarded by the CII.
Areas of expertise: Wealth Management, Inheritance Tax Planning and Trust Planning*.
Hobbies: Spending time with family, running and going to the gym.
Interesting fact: “The greatest testament when offering sound investment solutions is knowing that you, personally, take and act on your own advice.”
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.
*Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.
Contact Richard Holmes FPFS Certs CII (MP&ER) Chartered Financial Planner - Principal Director (Wealth Management Consultant)
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.