I work as a wealth planner for Blackwater Wealth Management Ltd, which is a Partner Practice of St. James’s Place Wealth Management. I work closely with my clients in finding them the best solution for their specific needs. I achieve this by listening to each client and gathering as much information as possible before presenting my advice. This is followed up by regular client servicing, which creates a sustainable working relationship based on hard work and trust.
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Representing 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.
The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services
available from companies in the group.
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