An Associate Partner of St. James's Place Wealth Management
Paul Graville
Paul Graville
My Practice was established in 2013, when I accepted an invitation to join St. James's Place Wealth Management. Prior to this, I had been providing advice in the regulated financial services industry for nine years. My office is located in the midlands at Edgbaston Hall, Birmingham this allows me to provide advice to clients throughout the UK.
About
I am committed to building long-term, high trust relationships and my clients feel that the advice I give is of the highest standard. Not only do I meet my clients regularly, they are also invited to visit me at my offices at Edgbaston Hall, home to Edgbaston Golf Club and come along to client events.
With an ever changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients so to help them achieve their goals, and, more importantly, to review these plans regularly to monitor they remain current and accurate.
I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.
Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
I am passionate about the St. James's Place Charitable Foundation, having committed to the post of Foundation Representative, where I have raised awareness and therefore financial support for good causes both on a local and national level.
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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.
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.