South Coast Financial Planning Ltd
Partner Practice of St. James's Place Wealth Management
I manage the day to day running of our Practice and our team, ensuring we provide our clients with an excellent customer service experience. I oversee Compliance so that we remain ethical and give our clients the peace of mind that we are meeting all regulatory requirements.
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.