Peter Allen, St. James's Place Wealth Management
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Club name: | Nuneaton |
| Category: | Financial Adviser | |
| Company: | St. James's Place Wealth Management | |
| Address: | St. James's Place House Central Boulevard Blythe Valley Park Solihull B90 8AR | |
| Telephone: | 0121 215 0989 | |
| Mobile: | 07930 663173 | |
| Website: | View my website | |
| Email: | Send me an email | |
Business Description
Having spent 25 years in the banking industry, I have an affinity and understanding of the needs and risks faced by business owners i.e. company directors, partners and sole traders.
As a partner of St. James's Place Wealth Management, I provide a wide range of services to both individuals and businesses largely in the Warwickshire area. My aim is to provide a professional long term relationship and become their trusted adviser for ALL their financial needs, both now and as they evolve over the years.
Specialties:
Pre retirement planning - Pensions
At retirement planning - Annuities / Drawdown
IHT & Estate Planning
Business Protection and Personal Protection
Onshore and Offshore Investements
My Testimonials
There are over 19,000 accountants practicing in the UK, so it is important that Sheridan Accounting is able to differentiate itself from our competitors. We do this by being proactive and looking for opportunities for our clients. By creating strategic partnerships with local professional business people we know that our clients benefit by doing business with our business.
I am delighted with the service that you have provided to one of the long standing supporters at Bedworth United.
The couple approached me in my capacity as Chairman of Bedworth United and asked if I knew a good Financial Advisor. I advised them that I knew an excellent Financial Advisor who could help them sort out an investment issue.
Not only did you take up the referral and sort out the request, you made them feel at ease and confident that they would achieve there desired outcome. Thank you for dealing with them in a sensitive and professional manner.
I would like to finish by advising that they recently came back to me and thanked me for the introduction; this could be no greater compliment to you for a job well done.
I have no hesitation in passing more referrals in the future.
by David Taylor
Accreditations & Qualifications
Accredited at Diploma level in Personal Financial Services (Dip PFS) and additionally hold St. James's Place Diploma's in Savings and Investments; IHT & Estate Planning; and the Advanced Diploma in Pensions Advice.
