Jonathan Harris Dip Pfs Email and Phone Number
At Webster Associates Ltd our approach is one of client solutions based around bespoke advice. All our efforts are focused on securing long term tax efficient strategies for client's money through the application of our knowledge and expertise.We recognise that your financial situation is unique, and therefore if financial advice is to be truly valuable, it must be based on a comprehensive and detailed overview of your financial circumstances.That is precisely what we mean when we say that, as a Principal Partner Practice of St. James's Place Wealth Management, we offer a personal wealth management service.As a Practice, we pride ourselves on the quality of our advice to clients.We operate our business with the utmost integrity at all times and with the clients’ specific needs as paramount.Equally important is the transparency of our operations and costs. All advice we give is confirmed in writing and all costs are outlined and agreed with the client before proceeding.The best way that we can help you reach your goals is to provide you with appropriate advice and guidance now and on an ongoing basis ensure that the solutions we put in place remain effective, no matter how your circumstances change.This is reflected in the service our clients receive and the way in which it is provided.Services we provide:• Investment Planning• Tax & Estate Planning• Retirement Planning• Long Term Care Planning• Inheritance Tax Planning• MortgagesYour home may be repossessed if you do not keep up repayments on your mortgage.Webster Associates Ltd 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 29/2/2024
Webster Associates Ltd
View- Employees:
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Senior Financial AdviserWebster Associates Ltd Aug 2016 - PresentHartley Wintney, Hampshire, United KingdomAcquiring and servicing high net worth clients - specialising in Inheritance Tax Planning and Post Retirement Planning. I regularly organise and present at Estate Planning Seminar for client acquisition. -
Financial AdviserSt. James’S Place Wealth Management Dec 2013 - Nov 2015Alton -
Specialist Financial Advice ManagerNatwest Bank Jan 2013 - Dec 2013
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Senior Financial Planning ManagerNatwest Jun 2006 - Dec 2012 -
Business TrainerBits 2003 - 2006
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IfaBradford & Bingley Jun 1999 - Dec 2001Reading, United Kingdom -
Financial AdviserGeneral Accident Insurance Company (Ja.) Limited 1993 - 1997
Jonathan Harris Dip Pfs Skills
Jonathan Harris Dip Pfs Education Details
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Calthorpe Park School
Frequently Asked Questions about Jonathan Harris Dip Pfs
What company does Jonathan Harris Dip Pfs work for?
Jonathan Harris Dip Pfs works for Webster Associates Ltd
What is Jonathan Harris Dip Pfs's role at the current company?
Jonathan Harris Dip Pfs's current role is Senior Financial Adviser at Webster Associates Ltd - Principal Partner Practice of St. James’s Place.
What schools did Jonathan Harris Dip Pfs attend?
Jonathan Harris Dip Pfs attended Calthorpe Park School.
What skills is Jonathan Harris Dip Pfs known for?
Jonathan Harris Dip Pfs has skills like Income Protection, Strategic Financial Planning, Relationship Management, Pensions, Finance, Investments, Wealth Management, Financial Services, Financial Risk, Portfolio Management, Investment Advisory, Retirement Planning.
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