We have been a Senior Partner Practice with St. James's Place since 2004 and have been offering expert pension & investment planning advice to directors in the local area for the last 30 years. Our pension services are designed to make your pension go further, taking into account the latest legislation and tax regulations. The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.Smith Eliot Financial Management 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) 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 http://www.sjp.co.uk/products. 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 xx/xx/xxxx
Listed skills include Investments, Equities, Asset Managment, Risk Management, and 23 others.