Mark Russell Boardman
Helping individuals, families and business owners turn today’s assets and incomes into future goals and dreams. Financial Coaching to elicit your financial ambitions, financial planning to get you there by the best route and sound financial advice for those building blocks. Resulting in Tax Efficiency, appropriate Investments, suitable Retirement arrangements, effective Protection, and visionary Estate Planning.
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.
