Russell Loten
With over eight years' experience in the Financial Services industry, I have been working alongside John Scott Davidson and St. James's Place for almost a decade and can offer my clients a wealth of collective experience, and of course, the ongoing support of St. James's Place and their Investment Management Approach.
About
I aim to ensure that my clients are financially well organised, with clear and achievable goals, both personally and in the business arena. I believe that each should be treated as an individual and my tailored advice reflects this. I am focused on a need for intergenerational planning to help ensure that the wealth that is important to you stays in the family down the generations in the most appropriate way. I am currently working towards achieving the Chartered Financial Planner qualification.
I am a father of two. We have a six-year-old daughter and a four-year-old son, and we try to spend as much of our spare time together as possible. I moved to Edinburgh in 2001 and trained at the Drama School based at the Gateway Theatre and spent some years working as an actor in the theatre and a background supporting artist in television and film. I have a keen interest in sailing as a hobby and enjoy going to the cinema and film in general; although my children tend to choose what we watch these days!
Addresses
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.
