James Blake
FPFS
I pride myself on being a trusted Adviser to my clients, across many areas and not exclusively related to financial planning, and feel fortunate to have enjoyed relationships with many of these for several years.
Alongside wider financial planning areas of investment, protection and inheritance tax planning, my specialisms also include advice around pension funding and withdrawals. I also provide advice to those individuals who are members of Final Salary pension schemes.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
About
I have provided advice to both personal and corporate clients for over 20 years, and have been able to build my business through referrals from these clients throughout that time. Fortunate to have worked with some fantastic people during my career, I never stop absorbing from others so that my own advice remains current and appropriate. The chance to join St. James's Place is one I am thrilled at. Its infrastructure offers my clients access to global investment management offering not widely available and guarantees my advice, whilst through my own Practice allows me to develop my own clients' financial planning priorities at their pace.
I live in Beverley, in the East Riding of Yorkshire, where my wife and I have brought up our two children. In my spare time I enjoy watching sports, as my playing days are now over, and travelling. I especially like city breaks, where I can explore the different cultures around us. Whilst at home I like to indulge my hobbies of reading and music and have a keen interest in politics and society.
*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 at www.sjp.co.uk/products.
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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.
SJP Approved 09/03/2023
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.
