Craig Broadbent Bsc Dippfs Email & Phone Number

I believe in empowering people to take control and maximise their finances to give them freedom, opportunities, and quality of life. I help build plans for you, your family, and your business to enable you to work towards your long-term objectives.As an Associate Partner Practice of St. James’s Place Wealth Management based in the North West, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.I offer holistic financial advice in the following areas:- Investment planning- Retirement planning- Protection- Estate PlanningPrior to joining the Financial Services Industry, I worked for 10 years in the manufacturing sector, operating in Operation Management roles, primarily to reduce costs and improve profits for various companies within the North West.In my spare time, I enjoy a wide range of sports, cooking and walking.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.SJP Approved 19/03/2024

Listed skills include Teamwork, Time Management, and Management.