Senior Partner Practice of St. James's Place Wealth Management
Since obtaining a degree in Accounting and Finance from Newcastle University in 2009, I have worked for a large wealth management company and two of the big four financial services firms. During this time, I have achieved the Diploma in Financial Planning of the Chartered Insurance Institute and I am currently working towards obtaining a Chartered Financial Planner status.
Areas of Expertise
Investment Planning, Pension Planning and Protection
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.