Financial Planning Consultant

Member: Paul Ward
Company: St. James’s Place Wealth Management
Mobile: 07984 317 795
Email: paul.ward@sjpp.co.uk
Website: www.paulwardwealth.co.uk
Nexus Role: Member
Business Profile

My expertise covers the broad spectrum of financial planning and will help you and your business. For more information please contact me, details shown above. I’m based on the Suffolk/Essex border providing financial advice to clients during their working lives and in retirement. With an ever-changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients so I can help them achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.

The Partner 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 title 'Partner' are marketing terms used to describe St. James's Place representatives.

 
Services

- Investment Planning

- Retirement Planning and Protection

 
Testimonials

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  • Nigel Kirby
    Director
    Nigel Kirby – NK Plumbing & Heating
    "I had a Web Site set up by BT, it looked ok at a glance but I don't think it was optimised very well, also they were charging me over £30 a month to host it. They set it up and then just left me sort of half done. I spoke to Danny and we decided to re-do my site, he helped me get it up and running, I now have a much better site, Danny is always at the end of the phone if I need advice and I am really pleased with what he has done for me, I would like to recommend Danny for all your web requirements. thanks again!"