Smith Jackson Wealth Consultancy Limited
Senior Partner Practice of St. James's Place Wealth Management
Paul has a wealth of experience in the Financial Services industry after a 36 year career with Lloyds Banking Group followed by a further 10 years in the wider spectrum of the market. This included working with Independent Financial Advisers directly as well as looking after Firms and Advisers through a Network Provider of services in roles covering Training and Compliance. He has also worked as a Contractor involved in projects associated with Financial Service companies requiring professional support and guidance on their processes and procedures. He is qualified at Financial Services Diploma level as well as being an Associate of the Chartered Institute of Bankers.
Andy and Teresa have worked with Paul previously for 5 years when they were building a business based in central Manchester. Paul was responsible for the recruitment and training of Financial Advisers with the numbers increasing rapidly which in turn added to the responsibility and enjoyment within the role.
Paul is now tasked with growing the Smith Jackson Wealth Consultancy business as their Operation Manager based in the Macclesfield Office.
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.
Smith Jackson Wealth Consultancy Limited is registered in England and Wales, Number 08444827. Registered Office: c/o BTMR Limited, Century Buildings, 14 St. Mary's Parsonage, Manchester, M3 2DF, England.