Principal Partner Practice of St. James's Place Wealth Management
Howard joined the financial services profession in 1987 working in Liverpool. Initially covering all aspects of financial services, Howard decided to specialise in the Capital Investment, Inheritance Tax Planning and Trust* environment.
Over the past 29 plus years, Howard built up a busy and thriving Practice looking after over three hundred clients. His skills include intergenerational financial planning which involves looking after sometimes three generations in the same family, and very often two generations. He has been particularly successful in gaining the trust of the adult children of clients as well as the parents themselves and being referred onwards. Long term Financial Strategies need time and care to plan and evolve.
Howard has now semi-retired after selling his Practice to Hadlow Edwards Wealth Management in April 2016. The transition went very smoothly and part of Howard’s function within Hadlow Edwards is to coach and mentor some of the younger Advisers within St. James's Place Wealth Management.
*Trusts are not regulated by the Financial Conduct Authority
The Partner Practice 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. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Hadlow Edwards Wealth Management Limited is registered in England and Wales, Number 4767558. Registered Office: 65 Regent Street, Wrexham, LL11 1PF, Wales.