After spending 11 years with The Prudential as a financial adviser, set up HF Wealth Planning Ltd with fellow director Andy Stokes. We are a Partner Practice of St. James's Place but previously provided independent advice.
With over 23 years experience within financial services I have built up a wealth of knowledge which allows me to offer clients a bespoke, professional advice and service proposition and helping them through the financial maze. However, as a Partner Practice of St. James's Place Wealth Management, my service is enhanced and complemented by the support and products now available to me.
I always look forward to Andy's visits and have always had good and trustworthy advice from him. He advises me on all paperwork received in the past as well as my investments. I have always received excellent support and service and would certainly recommend him to anyone.
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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.