Paul Smith
Dip PFS
My Philosophy is based upon building and maintaining a long-term trusted relationship whilst providing bespoke individual tailored advice to all my clients. This explains why many of my clients come from personal recommendations.
About
Following 25 years working for a global financial institution I was invited to become a Partner Practice of St. James's Place Wealth Management where I can offer clients the high level of service and attention that is deserved, helping them to achieve their individual financial goals.
It is imperative that plans are formulated and reviewed on a regular basis if aspirations are to be achieved; we schedule together how many times we should meet each year where we can plan how to achieve your goals.
Testimonials
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.
