Kevin Gatland
OBE MA DipPFS
We build your goals, dreams and aspirations into a personalised financial plan backed up by sophisticated cashflow planning software. We help you stay on track through a lifelong partnership only making adjustments when needed. Crucially, we help you protect what you hold dear, build wealth and avoid costly financial mistakes.
An expert in financial planning, coaching and advice, you’ll be able to visually see your personal financial plan stretching decades ahead, be at the forefront of financial opportunities and know that our working relationship means we have you and your aspirations and interests front and centre.
About
First, we understand your purpose, what money means to you and how it can enrich your life and family. We can then plan bespoke proposals and selections to fit your needs whatever they may be. Working with us is designed to be a fully collaborative and enjoyable journey built in with proactive, regular reviews to ensure that you make the most of your money and ensuring you stay on track to achieve your goals, dreams and aspirations.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
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 14/04/2023
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.
