Senior Partner Practice of St. James's Place Wealth Management
Paul has worked in the financial industry for over 40 years. His advice covers all areas of Wealth Management, including Retirement Planning, Wealth Protection, Investment Planning and Inheritance Tax Solutions. He is an accredited adviser with the Society of Later Life Advisers (SOLLA) and has satisfied rigorous criteria relating to professional qualifications and ethical good Practice.
As a Chartered Financial Planner you can be confident that you are dealing with one of the UK’s leading advisers that is fully committed to providing you with the best possible advice.
Paul lives in Frome with his wife. They have two adult children and currently one granddaughter. He enjoys playing golf, tennis and football on a regular weekly basis and socialising with his family and friends.
“I like to help keep things simple for my clients. Offering a broad range of quality wealth management services and specialist Later Life advice (including care fees planning), I work together with you to help make the complex less so.”
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.
Lansdown Place Wealth Management Ltd is registered in England and Wales, Number 5458948. Registered Office: 2 Oakfield Road, Clifton, Bristol, BS8 2AL, England.