Rafal Amer
Chartered Financial Planner, APFS
With offices in Bank, London, I am able to provide advice to clients across London and the South East.
About
With over 10 years' of experience in financial services and with an economics background I specialise in holistic financial planning. My emphasis is to focus on building long term relationships with my clients, combined with a tailored financial plan to suit their individual financial needs.
With the backing of the St. James's Place investment proposition, I will also work to understand my clients long term goals and objectives. Everyone's circumstances will change over time, and we cannot predict the future. Through regular face-to-face reviews, I will adapt to my clients' financial requirements as they evolve over time. This way I can help ensure your financial plan will remain well thought out, up to date and best suited to your needs.
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.
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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 24/07/2024
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.
