Senior Partner Practice of St. James's Place Wealth Management
James’s passion towards financial services started a number of years ago during his time as an undergraduate in Cardiff. Since graduating from University, he has worked for PFPS Wealth Management. James achieved his professional financial planning qualifications following his enrolment in the prestigious St. James’s Place Academy. His studies are continuing as he works towards fulfilling his career ambition of becoming a Chartered Financial Planner.
James’s approach involves him working closely with his clients. Initially analysing their current circumstances, establishing their financial aims and subsequently assisting them in creating a personal, tailor made, financial plan. James firmly believes that the fundamental skill of a financial consultant is the ability to listen carefully to clients, understand their needs and provide specialist knowledge. It is important to James that he implements these bespoke solutions in a tax-efficient manner, as well as increasing the opportunity of potential returns.
James strongly believes in building long-term relationships with clients by assisting them with their financial needs throughout the whole of their life. He provides advice on Savings and Investments, Retirement Planning and, both Family and Corporate, Protection. In addition to these areas he is also able to advise on more complex areas, such as Inheritance Tax and Trust planning.
In his spare time he is a very keen and competitive sportsman, his main passion is hockey. He has represented his country numerous times at various events and competitions around Europe and the United Kingdom. He is currently playing for Chester Hockey club and is a sponsored athlete.
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 are not regulated by the Financial Conduct Authority.
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.
PFPS Wealth Management Ltd is registered in England and Wales, Number 4444535. Registered Office: 4 Well House Barns, Bretton, Chester, CH4 0DH.