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

Paul Birtill

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.
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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 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.