Principal Partner Practice of St. James's Place Wealth Management
I have worked in financial services for 4 years. Within this time, I have undertaken various roles within the business and have graduated from the first St. James's Place Next Generation Academy in August 2013.
My approach to financial planning is to work to gain an understanding of where my clients are currently and where they want to be in the future. It is then my role to help put the stepping stones into place, effectively ensuring that opportunities are maximized and importantly, pitfalls are avoided.
In addition to advising clients on their Savings and Investment planning needs, Retirement Planning and Protection, I can also help clients with the more technical aspects of financial planning like Inheritance Tax Planning and Advising Trustees on their responsibilities and investment needs.
Understanding people’s specific needs and requirements are important in finding the most suitable solutions. This important, personal approach has led many of my current clients to introduce their family, friends and colleagues.
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.