Chris joined St. James's Place in 2014, initially working for another Practice in Bath, before deciding to set up his own Practice in January 2019. Chris can provide financial advice in all areas and has a very in-depth knowledge of tax planning, investment and retirement planning, and he has helped many happy clients retire earlier than they had planned. Many of Chris’s clients have come to the Practice through recommendations and word of mouth.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
Thank you so much for your advice on reclaiming tax on my pension contributions. If anyone asks, I will certainly recommend you and pass on your contact details.
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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.