The Platt Partnership Ltd
Principal Partner Practice of St. James's Place Wealth Management
I graduated with BSc in Business Information Systems and am a diploma qualified adviser with over 10 years experience of wealth management. Specialising in Investment Planning, Pensions and Inheritance Tax Planning.
My emphasis is listening to my clients and creating bespoke advice best suited to their financial needs, while building and maintaining a long term relationship by seeing them on a regular basis.
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.