Senior Partner Practice of St. James's Place Wealth Management
Hailing from Altrincham in Cheshire, Steven has spent his entire adult life working in the financial sector. In his formative years he worked as a clerk for NatWest Bank before becoming a financial advice professional in 1987, initially for Sun Life and then JMW Solicitors.
Since 1997, he has been with St. James’s Place Wealth Management and has built a client base from a range of diverse backgrounds. His clients include the self-employed and from the medical profession, accountants, solicitors, stockbrokers, company executives, as well as directors, business owners and salaried employees.
Whether it’s parents investing for a new born baby or grandparents in their eighties, Steven enjoys helping people to invest properly in their futures, ensuring they enjoy security for themselves and their families.
“Nobody plans to fail, but many people fail to plan,” he says.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.