Senior Partner Practice of St. James's Place Wealth Management
James has spent the last nine years helping create, enhance and protect his clients' wealth. It is from experience that he acknowledges every client’s needs, aspirations and goals.
James’s aims are to understand his clients' lifestyle, career and financial goals to help create a financial plan based on these objectives.
His advice covers all areas of wealth management including:
Tax efficient investment planning
Wealth and family protection
Inheritance Tax mitigation
“I truly believe St. James’s Place is a great place for my clients, particularly in view of their distinctive approach to investment management and distinctive product range.”
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
Contact James Davis - 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.
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.