The Platt Partnership Ltd
Principal Partner Practice of St. James's Place Wealth Management
My aim is to delight my clients and help families to thrive by providing a long-term, bespoke, financial planning service. Through a deep understanding of my clients’ most important goals and aspirations, along with a full appraisal of their current situation, I am able to advise on a wide range of financial areas, including:
And because I hold regular reviews with my clients, their plans are always kept relevant to life’s changing priorities. As a result my clients mainly come to me through personal introduction or recommendation.
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.