Mark Lockyer
DipPFS
I work closely with my clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that I am able to provide the advice that is needed, when it is needed.
About
I appreciate that your financial situation is unique, and therefore if financial advice is to be truly valuable it must be based on a comprehensive and detailed overview of your financial circumstances. However, unless your plans are acted upon and regularly reviewed, changes in your circumstances or the effects of inflation may erode their value.
As a Partner Practice of St. James's Place, I can help you reach your financial goals by offering you the appropriate advice and guidance. I can also ensure that any plans put in place remain effective in the future no matter how your circumstances change.
In addition to my expertise I have access to specialists within St. James's Place, as well as links with other professional bodies including solicitors and accountants, thus enabling me to offer you a holistic wealth management service designed to meet both your short and long-term needs.
My aim is to keep my clients aware of the most up to date information and opinion within the financial sector.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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 03/01/2025
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.
