A Senior Partner Practice of St. James's Place
Jonathan Fogden
DipPFS
I aim to be your trusted Partner in creating clear financial solutions to meet your objectives, which will allow you to look forward to the future with confidence and optimism.
About
I began my career with one of the UK's largest banking institutions, where I rose to become one of their most successful Financial Planning Managers in the country.
In 2007, I was invited to join St. James's Place. I viewed this as a unique opportunity to enable me to offer clients a more personal, bespoke service with their overall financial planning. The advice and guidance I have offered in the past has been recognised by both colleagues and clients alike as being of a consistently high standard and much sought after. I am based in Sussex and specialise in Investment Planning, Inheritance Tax and Retirement Planning.
My primary aim is to help people achieve their financial goals and aspirations and in this respect, I very much look forward to working with you.
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More about St. James's Place
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 02/04/2024
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.
