Malcolm Stanley Email & Phone Number

My aim is to provide wealth management and financial advice to clients within the Midlands and surrounding area including Shropshire, Staffordshire and Worcestershire.I have over 25 years experience within financial services. I moved into financial services so I could assist people with their current and future financial planning needs and saw this as a challenging and rewarding career to pursue. I have focused on developing specialist knowledge and am now fully qualified as an Investment Partner and pride myself on the service I provideAs a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, and Retirement Planning. As a consequence, I have now established many working relationships with individuals and local business owners due, in part, to the insight and understanding that I have for their specific financial requirements - whether these be personal or corporate. I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.Malcolm Stanley Wealth Planning was established when its Principal Malcolm Stanley accepted an invitation to join St. James's Place Wealth Management. Malcolm has worked in Financial Services for over 25 years in Financial Adviser roles. This broad range of experience means Malcolm can provide expert investment and retirement planning advice on a personal basis to his clients.Malcolm Stanley Wealth Planning 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.'SJP Approved 05/11/2024The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

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