South Coast Financial Planning Ltd
Partner Practice of St. James's Place Wealth Management
I am based in the South Coast Financial Planning offices in Ryde on the Isle of Wight and have been providing financial planning solutions to both personal and corporate clients for over 31 years.
Having spent 7 years as a Financial Adviser at Commercial Union Financial Service, I set up my own IFA Practice in 1995. Having then spent 17-years as an IFA, I subsequently accepted an invitation to join
St. James's Place Wealth Management in January 2013 as an Associate Partner and then in May 2019, I decided to join South Coast Financial Planning as their long-term vision for their clients matched that of my own.
I provide holistic financial planning advice predominantly on the Island, but I am very happy to travel across the UK to see both new and existing clients. I can advise clients on all aspects of their financial planning; but I tend to specialise on investment planning, inheritance tax planning, retirement planning and later life planning. I am very passionate about the level of service I provide my clients with and love helping them achieve their long-term financial aims and ambitions.
Outside of work, I love spending time with my family (I have three grown-up children and one grandson), I like to travel, and I am a big sports fan - particularly football and rugby.
Contact Kevin Wetherick - Senior Financial Adviser
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.
South Coast Financial Planning Ltd is registered in England and Wales, Number 07674675. Registered Office: 59 The Avenue, Southampton, Hampshire, SO17 1XS.