Senior Partner Practice of St. James's Place Wealth Management
James joined Regency Financial Planning in July 2019 via the St. James’s Place Academy in Manchester.
James spent over 10 years working in the automotive sector, with the past six years spent specialising in finance and insurance products and solutions for BMW Financial Services.
During his professional career he completed an LLB (Hons) degree in Law at the University of Nottingham, focusing his studies on Corporate Law, Tax Law, Trusts Law and Insolvency Law. The natural next step for James is to obtain Chartered Status within the industry.
James puts the client at the heart of everything he does, building and maintaining long-term relationships to ensure the trusted advice he provides will continue to meet the current and future financial needs of his clients as those needs evolve. James aims to understand these short- and long-term financial goals as they mature, through regular financial reviews and an adoption of the distinctive investment management approach of St. James’s Place.
He believes financial education is key to long-term financial security and so visits schools and workplaces to deliver financial education presentations, seminars and workshops.
Areas James can help with include:
Personal and Business Protection Planning.
Personal and access to Commercial Borrowing (Mortgages).
Pensions and Retirement Planning.
Inheritance Tax Planning.
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.
Commercial borrowing is not regulated by the Financial Conduct Authority
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
Regency Financial Planning is a trading name of Regency Wealth Ltd. Regency Wealth Ltd is registered in England and Wales, Number 7970712. Registered Office: Unit 6 Calder Close, Calder Park, Wakefield, West Yorkshire, WF4 3BA.