Jack Robertson
Jack Robertson
DipPFS
For over thirty years, Jack has specialised in simplifying complex financial issues and creating long term, cost-effective solutions for his clients.
Jack specialises in the management of tax, assets and income in clients’ lifetimes, and the effective intergenerational transfer of wealth and opportunity. Jack primarily expands his business through referrals from his existing clients, their families, solicitors and accountants.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner 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.
