I have worked in financial services for over 9 years and provide broad based advice,mainly to directors, professionals and retired clients helping them with practicalsolutions to the financial issues that concern them most.My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. More details are available on our websiteat https://partnership.sjp.co.uk/partner/paulrichmondwm.As an Adviser at a Partner Practice of St. James’s Place Wealth Management based in Nottinghamshire & Cambridgeshire, my emphasis is on maintaining a long-term relationship with my clients and to providethem with a source of trusted advice as their financial needs evolve over the years.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).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 23/09/2022
Listed skills include Accounts Receivable, Accounts Payable, Accounting, Paraplanning, and 22 others.
