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FCA REGISTER LINK? VIEW HERE
FCA NUMBER? 440016
FCA REGISTERED? YES
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REMEMBER - YOUR RETIREMENT PLAN IS PROBABLY THE MOST IMPORTANT PLAN YOU WILL MAKE IN YOUR LIFETIME
ABOUT THE MORPETH PRACTICE
As specialist financial advisers, backed by the highly successful FTSE100 company St. James’s Place Wealth Management, we offer expert, qualified pension advice to clients who are looking to understand their options and plan their income in retirement. We are a Chartered Financial Planning Practice and hold the necessary authorisations and qualifications to advise on defined benefit pensions and have advised a significant number of clients in this complex area of advice. Clients can therefore be assured they are receiving the highest quality advice, guaranteed by St. James’s Place.
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, whether that be retirement, investment or protection, and plan for the future with confidence and optimism. We work closely with all our clients on an ongoing basis and believe in keeping them fully informed through meeting regularly and sending relevant communications based on clients requests.
The Senior 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.