The Platt Partnership Ltd
Principal Partner Practice of St. James's Place Wealth Management
I joined The Platt Partnership as an Adviser after being selected to be an Academy Partner of St. James’s Place Academy; a programme intended for outstanding individuals.
Through a deep understanding of my clients' goals and aspirations, along with a full appraisal of their current situation, I advise business and individuals in the following areas:
Savings and Investment Planning
Based in the North West of England, I represent interests of clients and their families from around the UK, with all new enquiries coming from personal introductions from existing clients, professionals and small businesses.
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.
The Platt Partnership Ltd is registered in England and Wales, Number 07818526. Registered Office: 2 Shore Road, Ainsdale, Southport, Merseyside, PR8 2RB, England.