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

Parfitt Financial Planning Limited

Jonathan Parfitt

DipPFS
I would like to offer all new and existing clients the opportunity to review your financial aims and aspirations at a time convenient to you.

About

I have had a successful career within the financial services sector for the past 19 years.

I began my career working with Halifax Bank and progressed to being a Senior Financial Adviser and Area Manager with them. More recently I have been working with Lloyds Bank as a Wealth Manager. As you can see I began with one of the UK’s largest companies during which time I rose to become a highly respected consultant.
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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Promotions

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.

Testimonials

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First class service from Jonathan, I would highly recommend, explained everything in detail. Look forward to working with him in the future.
Daniel Evans |Office Council, Rhoose

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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.

Parfitt Financial Planning Limited is registered in England and Wales, Number 09166138. Registered Office: Office Suite 3, Former Globe Hotel, Crane Street, Pontypool, NP4 6LY.