Senior Partner Practice of St. James's Place Wealth Management
George has worked with St. James’s Place for over 7 years, assisting clients with their financial solutions and joined Crown Wealth Consultants in May 2015 as a Paraplanner. With a strong foundation of technical expertise, supporting Practice advisers, George achieved his Diploma in Financial Planning, graduating from the St. James's Place Next Generation Academy. As a qualified adviser, George now provides face to face advice and financial planning, building both new and existing client relationships.
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.
Crown Wealth Consultants is a trading name of Crown Wealth Ltd. Crown Wealth Ltd is registered in England and Wales, Number 07111014. Registered Office: 30-34 North Street, Hailsham, East Sussex, BN27 1DW, England.