Adrian Yates
I have worked as a Financial Adviser for over 40 years and joined the St. James's Place Partnership in 2008, and now have a Senior Partner Practice. With a lifetime of experience dealing with individuals, families, business owners and professionals, I pride myself on taking a holistic view of every aspect of my clients' circumstances.
About
I meet with clients on a regular basis to review existing arrangements, and also to assess current and future circumstances and priorities, considering any new requirements which they may have.
Clients have access to the St. James's Place distinctive approach to investment management, which involves engaging the services of carefully selected and monitored external fund managers.
With the benefits of guaranteed advice and the St. James's Place Investment Management Approach, I am able to offer a complete service to our clients, in all aspects of financial planning.
The Partner 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.
