Mark Tootill
LLB (Hons) FPFS
I am a Chartered Financial Planner and Partner in the Business, located in Gargrave, Skipton. I bring both expertise and experience to benefit our clients, after nearly thirty years advising private clients and their families, the professions and business owners.
About
I established my Practice with the simple aim of being the trusted local adviser of choice.
It is my belief that no two clients and their financial objectives are the same. It takes time to listen, understand fully and to develop trust. I take that time to develop a deep insight as to what matters most to my clients.
I build a bespoke financial plan, developing over time, to help grow, protect and pass on my clients’ wealth.
My Practice operates to the highest professional standards of client care, in accordance with our Practice's Chartered Financial Planner status. I am fully supported by the infrastructure that comes from being a Partner Practice of St. James's Place, a leading wealth management company.
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.
Promotions
Item 1 of 2
We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Mish Allen
Financial Planner
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
Item 1 of 58
Mark Tootill performed an in-depth, thorough review of our financial situation and we were both very impressed with his professionalism and recommendations. We were never pressed to make a decision and we studied over the recommendations at our leisure before we made our decisions. Many thanks Ma...
Paul Carrefry and Janet Taylor| Settle
St. James's Place have to date been very professional, understanding and trustworthy. I would highly recommend the company and Partner Mark Tootill Financial Planning.
Paul Spencer Sagar| Flasby
Mark gave me sound financial advice. I have already recommended him to friends.
Jacqueline Towler| Hellifield
Very friendly and professional service at every meeting. Excellent advice and explanation of appropriate options. We would not hesitate to recommend Mark to anybody
Daniel Garnett| Director, Otley
We only had a small amount of money to invest but Mark treated us with as much care and respect as if we had a million. He put us at ease from our first visit, listening to what we wanted. Mark has a very human approach and presented information simply and clearly, making sure we understood exact...
Yvette Naylor| Payroll Manager, Skipton
I have only been with Mark a short time, however he is exceptionally efficient, reliable and does what he says he's going to do! That always bodes well!
P. Hopkins| Leeds
Mark was extremely clear and concise with his advice and at all times listened carefully to what we wanted to achieve. He could not have been more helpful and understanding.
R B Marchant | Bell Busk, Skipton
Even though we consider ourselves to be one of St. James's Place smaller investors, Mark has always provided us with exemplary service! He has taken time to understand our financial circumstances and our attitude to investing and risk and given us sound and valued advice accordingly. Furthermore...
Private Client| Retired, Leeds
We've been with St. James's Place for many years. Our present adviser is Mark Tootill. He is understanding, supportive and always puts our needs first. Mark contacts us on a regular basis regarding reviews and recommendations. We would not hesitate in recommending Mark to others.
Leon and Patricia Kingham| Retired, Leeds
He is always available when needed. If he says he will be in touch he is. The service has been second to none great service, I would recommend him without hesitation.
Private Client | Leeds
Mark is a very experienced financial adviser who provides sound financial advice, explained in easy-to-understand language. His use of cash flow modelling adds real value when planning for retirement, giving us peace of mind to make detailed spending plans backed up by robust figures. Mark holds ...
Ross Hume| Thirsk
We can highly recommend Mark, he is very knowledgeable and we felt comfortable with his advice. He explains everything well and follows up to ensure we're happy.
Cathryn Turner | Gargrave
Mark Tootill is first class. He explains options very well and advises current and potential future scenarios in a clear way. I have no hesitation in recommending him.
Private Client| Engineer, Steeton
Mark has helped on both face to face (office and home visits) and on a telephone basis. With a Pension Transfer and thereafter an investment portfolio, Mark offered detailed analysis of my personal situation. He provided very clear, detailed and helpful guidance on all occasions. I am very ha...
Andrew Hill
I’d highly recommend Mish to anyone seeking expert advice and outstanding service. He goes above and beyond to make sure you are well informed and are comfortable with any investment. He knows his stuff and explains everything in such a clear, detailed way that even the more complex parts make sense...
Jake Manditsch| Silsden
Mish has been brilliant from the first appointment, and I really felt he was looking out for my best interests. The appointments were very detailed and every aspect was covered with all questions being answered! I wouldn’t hesitate to recommend him and I have already passed on his details to frien...
Jacob Taylor| Estate Agent, Skipton
My financial matters are always something 'I'd get around to' or 'I was too busy to deal with'. Mark made it easy by setting out clear recommendations and a priority order. I'd recommend Mark's services to anybody in a similar position.
Private Client| Chartered Surveyor, Tadcaster
He has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending him to anyone.
Private Client
Mark always provides us with sound and trustworthy advice and is always on hand with any queries we may have. Mark is easy to talk to and I wouldn't hesitate to recommend Mark Tootill Financial Planning.
Angela Newton| Associate Director - Architect
Mark is very supportive and is dedicated to finding the best outcome for us. We really appreciate him and his advice.
Private Client | Retired, Wakefield
I have found Mark to be informative and reassuring in discussing my investment and financial position and the best way to capitalise on the most appropriate investment portfolio.
Private Client| Construction Manager, Saxton
Mark is a very approachable and knowledgeable adviser. He provides an excellent service and keeps me informed on all relevant issues.
Matthew Barnes | Gargrave
Please give our thanks to Mark who walked us through the process and explained everything to us. I was surprised by the amount of support and time given. Mark was lovely and patient and gave a first-class service!
Sue Dewey| Office Manager, Doncaster
Mark has always been at the end of the phone to give both advice and support whenever I have needed it. I feel the service I have received has been first class.
Private Client| Gargrave
The meetings were thorough and detailed, Mark always took time to answer any questions fully. Communication was open and transparent, although confidential when needed. He researched unusual questions. An exceptional service I would not hesitate to recommend.
Wendy Ponton| Teacher, Leeds/Otley
Mark spends time to understand my circumstances to give me the best advice possible. Always with a smile and a coffee.
Amanda Hobson| Director, Ilkley
Mark has a very warm, friendly manner and is highly professional in all he does. He has the ability to put himself in your shoes, he truly understands your situation and advises accordingly. He responds very quickly to any messages or queries, I have never felt rushed throughout any of our meetin...
Tracy| Bingley
Mark took time to explain the whole process to myself, sister and brother and despite the difference of opinions we were able to make an informed decision that suited our interim needs. Everything was explained clearly. Documentation provided in a timely manner and excellent support in setting u...
Debbie Kyle| Stockport
Mark looks after all of our families investments. He has always given us professional advice and answers any queries we may have. We would not hesitate to recommend his services.
Steven Clarkson| CI Manager, Leeds
Good and expert advice in a comfortable and friendly atmosphere, very pleased with the service and would highly recommend.
Private Client
Mark made my wife and I very welcome and listened carefully to our goals and aspirations for our retirement. He spent a substantial amount of time understanding our personal situation and developing sound financial proposals based upon our circumstances. He presented these in a jargon free manner...
Graeme Pollock| Skipton
Mark is very thorough in his assessment of my needs; very knowledgeable and ‘on-side’ with my finances. Very patient too as I am not very confident with figures. Excellent service!
HR Manager, Leeds
Mark came highly recommended to me. He’s very experienced and very knowledgeable and I have absolute trust in his financial advice. I have recommended his services to a number of other people.
A Garnett| Company Director
Mark and Sarah provide superb financial advice in a homely atmosphere with a professional manner. They considered my needs both now and in the future without pressure, explaining all options clearly. I have no hesitation in recommending them to anyone for unbiased advice.
Heather R Wray
I would highly recommend Mark and his partner Sarah. If you want a professional, friendly, experienced planner who will put you at ease, who are transparent and down to earth, explains things in layman’s terms then these are the go to people.
Jayne Needham| Retired, Silsden, West Yorkshire
Mark and his colleagues have offered invaluable advice and assistance over the 20+ years I have been dealing with them. I would recommend to anyone and everyone.
R Ingham| Retired, Process Engineer, Giggleswick
Mark has always been so supportive and has put my interests first, giving great advice. As a first time Investor, the support has been exceptional, and I have felt really comfortable with the advice given. I would not hesitate to recommend Mark to anyone.
Jodi Binks
Mark is a knowledgeable Financial Adviser and a valuable guide in helping us organise our finances for the present and our future.
Gavin Ingham
Mark Tootill has for a number of years given me sound financial advice. His approach is very considered and diligent. Highly recommend.
Mr W. Mark Singleton| Retired Clinical Psychologist, Skipton
Since taking over our investments with St. James's Place, Mark has always been very contentious and careful both with what happens with our money and takes the time to explain what he is doing.
Private Client| Retired, Settle
We have always received pragmatic, independent and considered advice that has helped us to make the best financial decisions for us
Private Client
Mark has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending him to anyone. We have received valuable advice in the placing of our pensions, which has paid excellent dividends. Everything ...
Heather Nowell| Retired Teacher, Clitheroe
Past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Mark has provided us with expert advice for several years now. He’s created a tailored plan that truly reflects our financial goals. His clear guidance makes every step easy to understand. Always available to contact and quick to respond to any query. Would highly recommend Mark to anyone looki...
Private Client| IT Manager, Leeds
Mark arranged for a transfer of a Pension, this was against tight deadlines, otherwise there would have been financial implications. He managed the whole process, kept me informed and dealt with all the complications that were presented. He showed great understanding, depth of knowledge, was al...
Steve| Communications Manager, Buckden
Mark Tootill Financial Planning provided expert, tailored advice that aligned perfectly with our financial objectives. Their professionalism, attention to detail, and ongoing support has provided us with complete confidence in our financial future. We highly recommend their services to anyone see...
Lucy Godson| Aircraft Engineer, Middlesbrough
Mark has taken the time to understand my financial needs in great detail, this generated great trust between us. I now have a much broader, tax efficient portfolio thanks to this great advice I received. I’m kind of pleased to see the growth of my investments over time too! Mark and Sarah also ...
S P Flanagan| IT Executive Leader, Hellifield
Past performance is not indicative of future performance.
Mark has gone above and beyond our expectations. He has travelled to Doncaster twice. He kept us informed with any progress or updates and always informed us well in advance of any information needed for appointments. Well done and thank you Mark!
Simon Rotherforth| Doncaster
Mark has always given me a very professional and friendly service. His knowledge is exceptional. He has explained everything, always in detail and in a manner I have understood.
Private Client| Director, Gargrave, Skipton
The help and advice we have received from Mark has been excellent. He explains everything thoroughly and thoughtfully. We would not hesitate to recommend him to anyone. He’s always there to assist us and keep us well informed.
David Bullen| Company Partner
Our finances where somewhat chaotic but the skill, experience, and clear and well explained advice has guided us to give us confidence and assurance on our financial journey. All this was achieved in a warm, friendly and relaxed manner that accentuated our confidence.
Mr Michael Cluett| Retired Teacher, Keighley
Mark and Sarah have been a ‘God Send’ in helping both my husband and I sort my finances out, showing support, advice and professionalism at all times. In guidance and with confidentiality at all times, Mark explained plainly and simply his service to us.
Lyn Lord| Skipton
I chose Mark Tootill Financial Planning on the advice of a friend. He has been thorough, friendly and patient when explaining all the options available to suit my financial needs. I highly recommend their professional service and attention to detail.
R. Roberts| Retford
Very professional. Guided my elderly parents carefully through the process with patience and thoroughness. Wouldn’t hesitate to recommend.
Sarah Johnson
Following the deaths of my mother and then my husband, I found myself in need of good financial advice. Mark and Sarah have given me excellent support and sound advice. They listened to my financial goals over several meetings and a plan gradually emerged. The overall service has been outstanding a...
Private Client - Gargrave
Mark takes the time to listen to really deeply understand our goals and adjusts his advice having listened, allowing us to have a clear long term plan- which is reviewed every year, giving us peace of mind.
Jenna| Service designer, Skipton
Mark was able to advise us through the minefield of pensions and investments. It was a pleasure to be guided by him and his team. We look forward to his help and advice as we grow older.
Private Client| Hellifield
Some decisions in life you know to be instinctively right to make. Having Mark look after our finances and savings was just such a decision. As a partnership Mark and Sarah demonstrate integrity and consummate professionalism as well as being very personable people. They are clearly interested in...
Private Client
A warm but professional approach enabled me to outline my priorities and be offered a range of options with sound advice. Full explanations were given at every stage, including cost. I was able to select the option to suit me without pressure. Advice on other financial matters given. Happy to recomm...
Robert Moore
Mark Tootill performed an in-depth, thorough review of our financial situation and we were both very impressed with his professionalism and recommendations. We were never pressed to make a decision and we studied over the recommendations at our leisure before we made our decisions. Many thanks Ma...
Paul Carrefry and Janet Taylor| Settle
St. James's Place have to date been very professional, understanding and trustworthy. I would highly recommend the company and Partner Mark Tootill Financial Planning.
Paul Spencer Sagar| Flasby
Mark gave me sound financial advice. I have already recommended him to friends.
Jacqueline Towler| Hellifield
Very friendly and professional service at every meeting. Excellent advice and explanation of appropriate options. We would not hesitate to recommend Mark to anybody
Daniel Garnett| Director, Otley
We only had a small amount of money to invest but Mark treated us with as much care and respect as if we had a million. He put us at ease from our first visit, listening to what we wanted. Mark has a very human approach and presented information simply and clearly, making sure we understood exact...
Yvette Naylor| Payroll Manager, Skipton
I have only been with Mark a short time, however he is exceptionally efficient, reliable and does what he says he's going to do! That always bodes well!
P. Hopkins| Leeds
Mark was extremely clear and concise with his advice and at all times listened carefully to what we wanted to achieve. He could not have been more helpful and understanding.
R B Marchant | Bell Busk, Skipton
Even though we consider ourselves to be one of St. James's Place smaller investors, Mark has always provided us with exemplary service! He has taken time to understand our financial circumstances and our attitude to investing and risk and given us sound and valued advice accordingly. Furthermore...
Private Client| Retired, Leeds
We've been with St. James's Place for many years. Our present adviser is Mark Tootill. He is understanding, supportive and always puts our needs first. Mark contacts us on a regular basis regarding reviews and recommendations. We would not hesitate in recommending Mark to others.
Leon and Patricia Kingham| Retired, Leeds
He is always available when needed. If he says he will be in touch he is. The service has been second to none great service, I would recommend him without hesitation.
Private Client | Leeds
Mark is a very experienced financial adviser who provides sound financial advice, explained in easy-to-understand language. His use of cash flow modelling adds real value when planning for retirement, giving us peace of mind to make detailed spending plans backed up by robust figures. Mark holds ...
Ross Hume| Thirsk
We can highly recommend Mark, he is very knowledgeable and we felt comfortable with his advice. He explains everything well and follows up to ensure we're happy.
Cathryn Turner | Gargrave
Mark Tootill is first class. He explains options very well and advises current and potential future scenarios in a clear way. I have no hesitation in recommending him.
Private Client| Engineer, Steeton
Mark has helped on both face to face (office and home visits) and on a telephone basis. With a Pension Transfer and thereafter an investment portfolio, Mark offered detailed analysis of my personal situation. He provided very clear, detailed and helpful guidance on all occasions. I am very ha...
Andrew Hill
I’d highly recommend Mish to anyone seeking expert advice and outstanding service. He goes above and beyond to make sure you are well informed and are comfortable with any investment. He knows his stuff and explains everything in such a clear, detailed way that even the more complex parts make sense...
Jake Manditsch| Silsden
Mish has been brilliant from the first appointment, and I really felt he was looking out for my best interests. The appointments were very detailed and every aspect was covered with all questions being answered! I wouldn’t hesitate to recommend him and I have already passed on his details to frien...
Jacob Taylor| Estate Agent, Skipton
My financial matters are always something 'I'd get around to' or 'I was too busy to deal with'. Mark made it easy by setting out clear recommendations and a priority order. I'd recommend Mark's services to anybody in a similar position.
Private Client| Chartered Surveyor, Tadcaster
He has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending him to anyone.
Private Client
Mark always provides us with sound and trustworthy advice and is always on hand with any queries we may have. Mark is easy to talk to and I wouldn't hesitate to recommend Mark Tootill Financial Planning.
Angela Newton| Associate Director - Architect
Mark is very supportive and is dedicated to finding the best outcome for us. We really appreciate him and his advice.
Private Client | Retired, Wakefield
I have found Mark to be informative and reassuring in discussing my investment and financial position and the best way to capitalise on the most appropriate investment portfolio.
Private Client| Construction Manager, Saxton
Mark is a very approachable and knowledgeable adviser. He provides an excellent service and keeps me informed on all relevant issues.
Matthew Barnes | Gargrave
Please give our thanks to Mark who walked us through the process and explained everything to us. I was surprised by the amount of support and time given. Mark was lovely and patient and gave a first-class service!
Sue Dewey| Office Manager, Doncaster
Mark has always been at the end of the phone to give both advice and support whenever I have needed it. I feel the service I have received has been first class.
Private Client| Gargrave
The meetings were thorough and detailed, Mark always took time to answer any questions fully. Communication was open and transparent, although confidential when needed. He researched unusual questions. An exceptional service I would not hesitate to recommend.
Wendy Ponton| Teacher, Leeds/Otley
Mark spends time to understand my circumstances to give me the best advice possible. Always with a smile and a coffee.
Amanda Hobson| Director, Ilkley
Mark has a very warm, friendly manner and is highly professional in all he does. He has the ability to put himself in your shoes, he truly understands your situation and advises accordingly. He responds very quickly to any messages or queries, I have never felt rushed throughout any of our meetin...
Tracy| Bingley
Mark took time to explain the whole process to myself, sister and brother and despite the difference of opinions we were able to make an informed decision that suited our interim needs. Everything was explained clearly. Documentation provided in a timely manner and excellent support in setting u...
Debbie Kyle| Stockport
Mark looks after all of our families investments. He has always given us professional advice and answers any queries we may have. We would not hesitate to recommend his services.
Steven Clarkson| CI Manager, Leeds
Good and expert advice in a comfortable and friendly atmosphere, very pleased with the service and would highly recommend.
Private Client
Mark made my wife and I very welcome and listened carefully to our goals and aspirations for our retirement. He spent a substantial amount of time understanding our personal situation and developing sound financial proposals based upon our circumstances. He presented these in a jargon free manner...
Graeme Pollock| Skipton
Mark is very thorough in his assessment of my needs; very knowledgeable and ‘on-side’ with my finances. Very patient too as I am not very confident with figures. Excellent service!
HR Manager, Leeds
Mark came highly recommended to me. He’s very experienced and very knowledgeable and I have absolute trust in his financial advice. I have recommended his services to a number of other people.
A Garnett| Company Director
Mark and Sarah provide superb financial advice in a homely atmosphere with a professional manner. They considered my needs both now and in the future without pressure, explaining all options clearly. I have no hesitation in recommending them to anyone for unbiased advice.
Heather R Wray
I would highly recommend Mark and his partner Sarah. If you want a professional, friendly, experienced planner who will put you at ease, who are transparent and down to earth, explains things in layman’s terms then these are the go to people.
Jayne Needham| Retired, Silsden, West Yorkshire
Mark and his colleagues have offered invaluable advice and assistance over the 20+ years I have been dealing with them. I would recommend to anyone and everyone.
R Ingham| Retired, Process Engineer, Giggleswick
Mark has always been so supportive and has put my interests first, giving great advice. As a first time Investor, the support has been exceptional, and I have felt really comfortable with the advice given. I would not hesitate to recommend Mark to anyone.
Jodi Binks
Mark is a knowledgeable Financial Adviser and a valuable guide in helping us organise our finances for the present and our future.
Gavin Ingham
Mark Tootill has for a number of years given me sound financial advice. His approach is very considered and diligent. Highly recommend.
Mr W. Mark Singleton| Retired Clinical Psychologist, Skipton
Since taking over our investments with St. James's Place, Mark has always been very contentious and careful both with what happens with our money and takes the time to explain what he is doing.
Private Client| Retired, Settle
We have always received pragmatic, independent and considered advice that has helped us to make the best financial decisions for us
Private Client
Mark has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending him to anyone. We have received valuable advice in the placing of our pensions, which has paid excellent dividends. Everything ...
Heather Nowell| Retired Teacher, Clitheroe
Past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Mark has provided us with expert advice for several years now. He’s created a tailored plan that truly reflects our financial goals. His clear guidance makes every step easy to understand. Always available to contact and quick to respond to any query. Would highly recommend Mark to anyone looki...
Private Client| IT Manager, Leeds
Mark arranged for a transfer of a Pension, this was against tight deadlines, otherwise there would have been financial implications. He managed the whole process, kept me informed and dealt with all the complications that were presented. He showed great understanding, depth of knowledge, was al...
Steve| Communications Manager, Buckden
Mark Tootill Financial Planning provided expert, tailored advice that aligned perfectly with our financial objectives. Their professionalism, attention to detail, and ongoing support has provided us with complete confidence in our financial future. We highly recommend their services to anyone see...
Lucy Godson| Aircraft Engineer, Middlesbrough
Mark has taken the time to understand my financial needs in great detail, this generated great trust between us. I now have a much broader, tax efficient portfolio thanks to this great advice I received. I’m kind of pleased to see the growth of my investments over time too! Mark and Sarah also ...
S P Flanagan| IT Executive Leader, Hellifield
Past performance is not indicative of future performance.
Mark has gone above and beyond our expectations. He has travelled to Doncaster twice. He kept us informed with any progress or updates and always informed us well in advance of any information needed for appointments. Well done and thank you Mark!
Simon Rotherforth| Doncaster
Mark has always given me a very professional and friendly service. His knowledge is exceptional. He has explained everything, always in detail and in a manner I have understood.
Private Client| Director, Gargrave, Skipton
The help and advice we have received from Mark has been excellent. He explains everything thoroughly and thoughtfully. We would not hesitate to recommend him to anyone. He’s always there to assist us and keep us well informed.
David Bullen| Company Partner
Our finances where somewhat chaotic but the skill, experience, and clear and well explained advice has guided us to give us confidence and assurance on our financial journey. All this was achieved in a warm, friendly and relaxed manner that accentuated our confidence.
Mr Michael Cluett| Retired Teacher, Keighley
Mark and Sarah have been a ‘God Send’ in helping both my husband and I sort my finances out, showing support, advice and professionalism at all times. In guidance and with confidentiality at all times, Mark explained plainly and simply his service to us.
Lyn Lord| Skipton
I chose Mark Tootill Financial Planning on the advice of a friend. He has been thorough, friendly and patient when explaining all the options available to suit my financial needs. I highly recommend their professional service and attention to detail.
R. Roberts| Retford
Very professional. Guided my elderly parents carefully through the process with patience and thoroughness. Wouldn’t hesitate to recommend.
Sarah Johnson
Following the deaths of my mother and then my husband, I found myself in need of good financial advice. Mark and Sarah have given me excellent support and sound advice. They listened to my financial goals over several meetings and a plan gradually emerged. The overall service has been outstanding a...
Private Client - Gargrave
Mark takes the time to listen to really deeply understand our goals and adjusts his advice having listened, allowing us to have a clear long term plan- which is reviewed every year, giving us peace of mind.
Jenna| Service designer, Skipton
Mark was able to advise us through the minefield of pensions and investments. It was a pleasure to be guided by him and his team. We look forward to his help and advice as we grow older.
Private Client| Hellifield
Some decisions in life you know to be instinctively right to make. Having Mark look after our finances and savings was just such a decision. As a partnership Mark and Sarah demonstrate integrity and consummate professionalism as well as being very personable people. They are clearly interested in...
Private Client
A warm but professional approach enabled me to outline my priorities and be offered a range of options with sound advice. Full explanations were given at every stage, including cost. I was able to select the option to suit me without pressure. Advice on other financial matters given. Happy to recomm...
Robert Moore
Mark Tootill performed an in-depth, thorough review of our financial situation and we were both very impressed with his professionalism and recommendations. We were never pressed to make a decision and we studied over the recommendations at our leisure before we made our decisions. Many thanks Ma...
Paul Carrefry and Janet Taylor| Settle
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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.
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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.
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