Trainee Financial Planner
CurrentSt. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.We take great pride and pleasure in working with our clients to help them build a holistic financial plan that encompasses all of their goals and ambitions. We then look forward to working closely with our clients as we track their progress against the plan, making adjustments when and where necessary. Whether you are planning for a major life event, retirement, death or even beyond with intergenerational planning our mission is to map the journey and guide you every step of the way.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). 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 17/08/2023
