Mark Statham
Planning to ensure your future financial security or that of your family and business is one of the most important tasks you will undertake. Yet this can seem a daunting prospect, particularly in light of the significant number and increasing frequency of legislation and taxation changes being announced.
About
I have enjoyed a successful career within the financial services industry for over 16 years. Most recently I spent 11 years working for Lloyds TSB during which time I became a highly regarded Adviser, building many long-standing client relationships along the way.
In 2013, I made the decision that in order to be able continue to provide the best possible service and advice to clients in the future, it was necessary to set up my own wealth management Practice. Part of this process involved me accepting an invitation to become a Partner Practice of St. James's Place.
I believe a main ingredient in the success of clients achieving their future financial objectives is to develop long term, both personal and professional relationships, which are fundamentally based upon trust.
The aim of our Practice is to provide clients with a comprehensive range of wealth management solutions and holistic financial planning, in order to help secure their financial futures along with that of their families and business.
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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 06/11/2024
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.
