Sherwood Corporate Solutions Ltd
Senior Partner Practice of St. James's Place Wealth Management
I came into the industry in 1986 spending most of my career as a Financial Adviser. In January 2019, I decided to take on a new role within Sherwood Solutions. Following a transition period spent making introductions and saying Goodbyes, I have now “retired” as an authorised Financial Adviser and I now work in the office or at home, providing Paraplanning services for the other Financial Advisers. In this role I can use my wealth of experience to help the Advisers formulate their recommendations and prepare the Client Suitability Reports that provide a record of the rationale behind each piece of advice.
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.
Sherwood Corporate Solutions Ltd is registered in England and Wales, Number 04581077. Registered Office: 202 Oakbrook Road, Sheffield, S11 7ED, England.