A Senior Partner of St. James's Place Wealth Management
Aside from referrals from existing clients and professionals, Jack gains new clients by operating highly personalised seminars in the United Kingdom and Spain, covering investment history, the current market, new pension legislation, tax wrappers and inheritance tax planning.
St. James's Place Wealth Management plc is authorised and regulated by the Financial Conduct Authority. Jack Robertson is also regulated by the Dirección General de Seguros y Fondos de Pensiones (DGSFP) and is registered in the Spanish Administrative Registry of insurance intermediaries.
St. James’s Place Wealth Management, Building 8200 1st Floor, Cambridge Research Park, Beach Drive, Waterbeach, Cambridge, CB25 9TL
We'll help you find the right investments so you can achieve your financial goals
We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
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 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.