Bluewater Financial Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
“Mark has been my Personal Financial Planner for over four years and I have been extremely satisfied both with the service he gives and with his personal discernment of the financial markets. He is very astute and conscientious, but also helpful in the presentation of proposals and reviews. Our meetings are always relaxed, informative and focused. Through mutual trust and respect I feel confident that I am receiving carefully considered and valuable advice, and my money matters are in safe keeping, both on a personal level, and in a broader corporate level.”
Mr Ken Drain, Retired Company Director
“Bluewater has handled my requirements in an extremely professional and timely manner, keeping me informed as to the ever-changing nature of the investment environment and advising of opportunities and risks as they arise. However Mark has also become a trusted friend with whom I have an easy and confidential business relationship.”
Mr John Blackstock, Managing Director, Banah UK Ltd
“I was fortunate enough to meet Mark Burns through our Chartered Accountant and have nothing but the highest regard for his astute mind. I have always felt comfortable and secure with his advice and guidance and trust his judgement completely.”
Samantha Kingcome, Managing Director, William Yeoward Ltd
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.
Bluewater Financial Planning Ltd is registered in Northern Ireland, Number NI44959. Registered Office: 52 St. Patricks Avenue, Downpatrick, Belfast, BT30 6DS.