Having worked in financial services for 40 years, with 21 of them at HSBC and then building a Practice of my own with St. James's Place, I now have the pleasure of working with Sam and being a part of his Practice moving forward. I continue to enjoy helping and guiding clients with their financial arrangements, from the simplest to the more complex.
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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.