Phil Smith
As a Wealth Management Consultant, my aim is to help and guide every client to achieve their objectives. I work with all my clients in a robust manner to ensure that all bases are covered, and that every avenue is utilised so they can maximise their chances of reaching those objectives.
About
I believe that the range of vehicles, technical support and Approach to Investment Manager Monitoring offered by St. James's Place provide an excellent foundation for me to ensure that I provide my clients with the best service possible.
Looking after your finances can sometimes be a daunting prospect, and you may feel your time is better spent elsewhere. I work with my clients to alleviate these concerns by being as transparent and open as possible, with a view to working with them successfully over their lifetime and generations beyond.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.
