The Platt Partnership Ltd
Principal Partner Practice of St. James's Place Wealth Management
The main focus of my business is helping clients achieve their financial goals on Investment Planning, Pension Planning, Estate Planning and Protection Planning. The main criteria for this is to provide a very personal and bespoke service delivered face to face in the most professional possible way and always putting the client's needs first.
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.