Setting up my own practice - Pineapple Financial Planning - as an Appointed Representative of St. James’s Place Wealth Management, I am a fully qualified financial adviser providing clients with bespoke face to face advice based in York, England.The Partner/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 http://www.sjp.co.uk/products.SJP Approved 10/01/2024
Listed skills include Teamwork, Commercial Awareness, Account Management, Microsoft Office, and 17 others.