Thank you for viewing my profile.I have worked in financial services for over 23 years and provide broad based advice to clients helping them with practical solutions to the financial issues that concern them most.My advice covers all areas of Wealth Management, including, retirement planning, wealth and personal protection and investment planning. More details about my company, Scott James & Associates, are available on my website at: www.scottjamesandassociates.co.uk.As a Partner Practice of St. James's Place Wealth Management based in Aberdeen (City and Shire) and Blairgowrie, 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.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. Scott James & Associates is a Trading name of Scott James & Associates Ltd.
Scott James & Associates, Partner Practice Of St. James’S Place Wealth Managemen
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DirectorScott James & Associates, Partner Practice Of St. James’S Place Wealth ManagemenAberdeen, Gb
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DirectorScott James & Associates, Partner Practice Of St. James’S Place Wealth Management Dec 2019 - PresentAberdeen (City And Shire)St. James's Place Wealth Management is one of the UK's leading wealth management organisations. As a company we specialise in delivering 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.
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Partner PracticeScott James Wealth Management, Partner Practice Of St. James’S Place Wealth Management Apr 2015 - Dec 2019Aberdeen (City And Shire)St. James's Place Wealth Management is one of the UK's leading wealth management organisations. As a company we specialise in delivering 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.
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Financial ConsultantBank Of Scotland Aug 2009 - Mar 2015Aberdeen, United KingdomAs a financial adviser/consultant I advised clients with regards to investments, pensions and protection. People generally looking for alternatives to deposit based accounts came to me for investment advice. Looking at regular investment and also lump sum opportunities. People planning for the future and hoping to have more than the state pension to look after them in retirement. Most recently I have become an expert in providing advice with regards to protection. Whether this is to protect a liability, such as a mortgage/loan. To protect your income should you be unable to work due to accident or sickness or finally, protecting your family and lifestyle against death and/or critical illness. -
Financial AdvisorLegal & General Mar 2007 - Jul 2009Aberdeen, United KingdomAll aspects of financial planning carried out. From investments, pensions and inheritance tax planning to protection. -
Team LeaderRoyal Bank Of Scotland 2000 - 2005Aberdeen, United Kingdom
Frequently Asked Questions about Scott James
What company does Scott James work for?
Scott James works for Scott James & Associates, Partner Practice Of St. James’s Place Wealth Managemen
What is Scott James's role at the current company?
Scott James's current role is Director.
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Scott James
Haywards Heath4gmail.com, troweprice.com, troweprice.com, credit-suisse.com4 +442078XXXXXX
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