An Associate Partner of St. James's Place Wealth Management

Paul Birtill

paulbirtill.jpg

Paul Birtill

MBA & Chartered Associate of the LIBF
I believe in keeping finance simple. I offer a fully comprehensive service to review your personal financial goals alongside those of your business with a particular focus on professionals, business owners and landlords.

About

I offer friendly, understandable advice to give you confidence in making the right financial decisions. For example, are you on track for the retirement that you want? Will your family be protected if you have an accident or illness? How will you support your children through University or to become independent? Are you or your parents concerned about the cost of care?

I am a Chartered Associate and MBA graduate. Before becoming a Financial Planner, I had a successful career working in business development roles in a number of large and small organisations, including local government, housing associations and charities. I firmly believe in making finance simple.

I am an Associate Partner of St. James's Place Wealth Management, because of its strength as a FTSE 100 company, its belief in the value of face-to-face financial advice over a lifetime, and its comprehensive range of quality products from its own range and those carefully selected from other providers.
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.
Chartered_Associate_colour.svg
Paul Birtill

61 Ashurst Road, Barnet, EN4 9LH

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £81 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
SJPWM-Crop-Blue.svg

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.

paulbirtill.jpg
Paul Birtill
Paul Birtill
07541 187880