Senior Partner Practice of St. James's Place Wealth Management
Having embarked on a career in Financial Services in 1988, Anthony brings considerable expertise and experience to the table when dealing with both our Private and Corporate Clients alike. Anthony believes that the most fundamental aspect of the bespoke service that he provides is that of listening carefully to, and understanding, the needs and aspirations of his clients. Anthony has attained specialist qualifications in the areas of Taxation and Trusts*, amongst other areas, and believes that this specialist knowledge is invaluable when working with his clients.
After leaving a very successful career with one of the UK’s largest Life Insurance Companies, Anthony embarked on an equally successful career as an Independent Financial Adviser (establishing Private Financial Planning Services in 2001) before being invited to join the prestigious St. James's Place Wealth Management. Anthony firmly believes that the distinctive investment process adopted by St. James's Place has added a very important dimension to the service that we are able to deliver to our clients, ensuring that the managers looking after our clients' wealth are continuously monitored. Anthony feels that this is of particular importance given the pace of economic change we have experienced, (and continue to experience) in recent times.
Away from the office Anthony is married to Nichola and together they have two children, Danielle and Jack. Anthony is a ‘keen’ golfer although admits that Jack is probably growing into the main sportsman in the home!
* Trusts are not regulated by the Financial Conduct Authority
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.
PFPS Wealth Management Ltd is registered in England and Wales, Number 4444535. Registered Office: 4 Well House Barns, Bretton, Chester, CH4 0DH.