Senior Partner Practice of St. James's Place Wealth Management
As the Practice's Paraplanner, Matt works with the financial advisers to prepare financial statements and support each client’s financial strategy, through carrying out research and analysing each of their products and services held. Once the analysis is complete he then proposes and drafts together a financial report to meet each client’s, needs and objectives and supports the ongoing client relationship through maintaining regular system reviews of their personal situation.
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.