Rosario De Souza
Level 4 Investment Advice Diploma CISI
Rosario De Souza is a seasoned Wealth Adviser and Investment Management professional with extensive experience in relationship management and client investments. Holding a Level 4 Investment Advice Diploma from CISI, he excels in providing tailored investment solutions for his clients.
Known for a strong business acumen, Rosario has successfully developed business opportunities and expanded client bases in roles across top financial institutions.
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.
