The Platt Partnership Ltd
Principal Partner Practice of St. James's Place Wealth Management
I have been a Financial Adviser for the last 24 years and am passionate about building long term relationships with all my clients founded on trust, good service and strong wealth management planning.
I look after Private clients and business owners and also provide a service to Expatriate Personnel with the aim of delivering effective solutions to meet their particular needs.
I review Investment and Retirement Planning needs and understand Tax structures and how to manage them appropriately, I also place a strong emphasis on Estate and Trust* planning and in particular ensuring, as far as possible that assets are protected, helping clients achieve financial security is at the heart of our planning strategies.
*Trusts are not regulated by the Financial Conduct Authority.
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.