The Platt Partnership Ltd
Principal Partner Practice of St. James's Place Wealth Management
I am a diploma qualified Financial Adviser with 14 years experience in Financial Services, specialising in Investment Planning, Pension Planning, Inheritance Tax and Later Life Planning. I take pride in getting to know clients of all types and continually advising them to achieve their goals, understanding what they require and gaining their trust. Married with four children living local in Birkdale.
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.