As Managing Director, based at the Mold Office, I work closely with the Advisers and the processing team to ensure the service to all our Clients is thorough and professional.
I oversee all four offices to ensure the smooth running of the Platt Partnership Ltd.
We have specialists within our team to help you with all of your Financial Services Needs.
We pride ourselves on offering bespoke Financial Planning Solutions tailored to your individual needs and have specialist in our team to help you with the following:
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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.