Thank you for your enquiry. Having searched our database, we have matched you with Paul Taylor of St. James’s Place Wealth Management.
What Happens Next
If you want Paul Taylor of St. James's Place Wealth Management to begin straight away with your no-obligation pension review, please fill in the extended Letter of Authority below. The information you provided in our previous form has been pulled in so it should only take 2 minutes to fill in (all the information required should be on your pension statement). Your advisor will still need to quickly speak to you before proceeding but filling in the form digitally should speed things up.
This then allows us to secure the information required from your pension provider to compile your report. Paul Taylor is FCA regulated, with FCA number PJT01193 which can be viewed on the FCA website here, you can also see more by viewing the website
Alternatively, someone on behalf of Paul Taylor will call you to discuss your requirements. This initial call will be without obligation. If it's not convenient when you are contacted, then let them know and rearrange a call back at a more convenient time for you.
PAUL TAYLOR IS FCA REGULATED.
THEIR FCA REGISTRATION NUMBER IS PJT01193 AND YOU CAN CONFIRM THIS ON THE FCA WEBSITE BY CLICKING ON THE LINK BELOW
A little bit more about Paul Taylor.
As an advisor with the highly successful St. James’s Place Wealth Management, Paul offers expert advice in a wide range of important areas including investment, inheritance tax, pension and protection planning. St. James's Place strongly believe in providing a high level, trusted service to all clients and we are fully aware that financial planning can be confusing at the best of times. We will help you to meet your financial objectives and plan for the future with confidence and optimism. We work closely with all our clients and believe in keeping them regularly updated with financial and economic news. Whether this means meeting regularly, or sending out bulletins, magazines and other relevant information, or attending one of my client events, we will meet each individual client’s own requirements.
In the meantime, if you would like any more information, please contact:
Paul Taylor
Middleton Wealth Management
7th Floor, Sunlight House
Quay Street
Manchester
M3 3JZ
t: 07805 581 547
e: p.taylor@sjpp.co.uk
w: https://www.gregjmiddleton.co.uk
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.
PLEASE SPEND 2 MINUTES TO FILL IN OUR FEEDBACK FORM AND TELL US WHAT YOU THOUGHT.
Thank you for your enquiry. Having searched our database, we have matched you with St. James's Place.
Sit back and wait for your friendly advisor to call to provide your initial no obligation telephone call. If the time of the call is not convenient, just let them know and they can arrange a better time to call.
Your information has been passed securely through our secure websites (SSL). Your information has just been placed with one advisor and we will never pass on your information to any other companies.
Once you have had a chat with your advisor, you will understand your options better. You can then decide whether you require any further services with your advisor. The whole process is without obligation.
Book Appointment with St. James's Place?
Do you want to save time and book in your call directly with your financial advisor? Click below to book the best time to call in with Paul Taylor of St. James's Place.
Fill in more Information to speed up your enquiry
Help speed things up? – you can help speed up the process by filling in an online letter of authority by clicking the link below. This then allows your advisor to secure the information required from your pension provider to compile your report
REMEMBER - YOUR RETIREMENT PLAN IS PROBABLY THE MOST IMPORTANT PLAN YOU WILL MAKE IN YOUR LIFETIME
A BIT MORE INFORMATION ABOUT St. James's Place
At St. James's Place we offer expert advice in a wide range of important areas including investment, inheritance tax, pension planning, and protection. We strongly believe in providing a high level, trusted service to all clients and we are fully aware that financial planning can be confusing at the best of times. We will help you to meet your financial objectives and plan for the future with confidence and optimism. We work closely with all our clients and believe in keeping them regularly updated with financial and economic news. Whether this means meeting regularly or sending out bulletins, magazines and other relevant information, we will meet each individual client’s own requirements.
Contact Information
St. James's Place,
7th Floor,
Sunlight House,
Manchester,
M3 3JZ
t: 07805 581 547
e: p.taylor@sjpp.co.uk
w: www.gregjmiddleton.co.uk