Adam Smith
DIP CII
Prior to receiving the invitation to join St. James's Place, I had over 20 years' experience in financial services, latterly working for a major Private Bank. Over this time, I have gained a wealth of understanding and knowledge both in the industry itself and through life experiences, which I feel gives me a truly personal empathetic approach. My philosophy is to provide a highly personal face to face service, demystify financial advice, and treat people the way I would like to be treated.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
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.
