A Partner Practice of St. James's Place Wealth Management

Searle Wealth Management Ltd

John Searle

APFS
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.

About

Before establishing Searle Wealth Management Limited, I advised for 11 years within another St. James's Place Practice. Prior to that, I spent 17 years working at Lloyds Banking Group where I discovered I had a passion for providing financial advice and protecting individuals’ wealth.

Fundamentally, I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive comprehensive and appropriate advice at all times. In line with my professional background, I am focused on developing specialist knowledge and am now fully qualified as an Estate Planning Partner.

Outside of my business, I am a keen golfer and enjoy many outdoors’ activities.

Charity is also important to me and I regularly participate in funding raising golf events and other challenges associated with the St. James's Place Charitable Foundation.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Testimonials

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I have known John Searle for around 15 years and over that time he has guided my husband and myself in setting up a family trust*. He has continued in the intervening years to give sound advice, and on my husband death has been invaluable in the help he gives that makes everything so much easier. ...
Mary G Sams |Housewife, Tring
*Trusts are not regulated by the Financial Conduct Authority.

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Why Choose St. James's place?

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.

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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.

Searle Wealth Management Ltd is registered in England and Wales, Number 07559013. Registered Office: 7 Robin Mead, Welwyn Garden City, AL7 1PP.