Paul Allen
DipPFS
The growth of my client base has come from realistic practical and productive initiatives based upon wide experience built over twenty five years, and a sincere personal attention to the needs of every client.
About
We are a Senior Partner Practice of St. James's Place and we've enjoyed a successful development that has been based upon over 20 years of experience with two of the UK’s largest companies.
We operate from a purpose built office suite which is situated in the area of The Dartmoor National Park.
My experience is underpinned by the relevant professional qualifications which equip me to offer recommendations and advice that takes account of the wide-ranging requirements of each client, and I value very highly the friendly relations that this allows me to develop.
Specialism in the areas of Investment Planning, Retirement provision and Inheritance Tax Planning has allowed me to work productively with a range of professional clients, and I often liaise with clients’ own solicitors and accountants to provide a complementary service that offers a fresh perspective.
This helps to ensure that all aspects of their financial affairs are considered to their optimum advantage.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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.
SJP Approved 20/01/2023
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.
