James Kenny
DipPFS
With over 40 years experience and a plethora of credible and relevant industry qualifications, James Kenny has risen from a successful career within Pearl Assurance, spent 17 years as an Ethical Specialist owner IFA and is currently Principal Adviser in his own firm; James Kenny Wealth Management.
About
In June 2008 James accepted an invitation to join St. James's Place.
James firmly believes he has made a very positive move and more than ever, is in an excellent position to provide a comprehensive, personalised and second-to-none service to each and every one of his clients.
James`s expertise covers the broad spectrum of financial planning and will help you to:
- Plan your retirement and develop strategies to minimise taxation.
- Grow your wealth, specifically through the St. James's Place distinctive approach to investment management.
- Preserve your assets for long-term financial security. Arrange adequate protection for you, your loved ones and your assets.
- Arrange suitable Trusts* to safeguard your family and their future prosperity.
In addition to providing clients with the financial planning that they require to meet existing needs and fulfil future aspirations, James aims to keep clients abreast of market happenings and events that could affect their financial future.
James can issue WeekWatch – a weekly communication covering topical financial commentary from a broad range of experts. You can view this via the 'Market Update' link on the Home Page. Additional communications that are available include The Investor, a quarterly magazine providing news and those all-important fund updates. One of our most popular services is our no obligation pension review.
Further information about the range of services is available on the Services page.
If you want to find out how James can advise and assist you and your wealth, you can contact him at james.kenny@sjpp.co.uk or 0113 3934087.
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 levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.
Testimonials
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.
