Principal Partner Practice of St. James's Place Wealth Management
Medwyn has worked in Financial Services for over 30 years and over that period of time has built up substantial knowledge and experience in dealing with different client needs. Medwyn appreciates that clients expect us to provide quality ongoing advice and service and believes this is reflected in the fact that a number of clients have been with him for most of that time.
Medwyn is qualified personally as a Chartered Financial Planner and is also a full member of the Society of Later Life Advisers. He has recently become the Local Representative for the St. James's Place Charitable Foundation and helps raise funds for an array of charitable causes.
Medwyn advises personal clients on Investment and Retirement Planning, Inheritance Tax and Long Term Care. He also advises company directors and business owners on corporate pension planning and life insurance.
Medwyn can also advise Trustees on their Investment planning requirements.
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) 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 04767558. Registered Office: The Old Brewery, Central Road, Wrexham, Wales, LL13 7SU, Wales.