Spalding Wealth Management Limited
Duncan Spalding
I have worked in financial services for 14 years and provide broad based advice, mainly to directors, professionals and retired clients, helping them with practical solutions to the financial issues that concern them most.
My advice covers all areas of wealth management, including, Retirement Planning, Wealth Protection, Tax Planning and Investment Planning. As a Chartered Financial Planner, I pride myself on maintaining long-term relationships with clients in order to provide them with a source of trusted advice as their financial needs evolve over time.
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.
