Alan Norris
Fellow of the Chartered Insurance Institute, Chartered Financial Planner, Certs CII (MP & ER)
My clients include city professionals, investment bankers, traders, brokers, legal professionals, football players, hedge fund managers, directors/owners of businesses and high net worth retirees. I offer a personal service to these individuals based on their specific circumstances and objectives.
Specialisms:
About
I am the principal of a Senior Partner Practice of St. James's Place, regarded as one of the leading wealth management organisations in the UK. I offer bespoke advice to private and corporate clients using the distinctive approach to wealth management.
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
As a Senior Partner Practice of St. James's Place, my sole focus is on you and on achieving or maintaining financial security for you and your loved ones.
Based on core values of the utmost professionalism, excellence of service and integrity, I will help you develop a wealth management strategy to meet your financial objectives and aspirations both now and in the future.
I appreciate that you are unique, with your own financial principles, which is why I will tailor the services and recommendations that we make specifically to you.
Away from work, I am married to June. We have three children and grandchildren that keep me busy. I am a massive Millwall Football Club fan and have held a season ticket for many years. In my spare time I also enjoy watching football, attending the local Ju-Jitsu club and walking my dog. What gives me most pleasure in life is spending time with family and friends.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
