An Associate Partner of St. James's Place Wealth Management
Steven Turnbull
Steven Turnbull
DipPFS
I have worked successfully within the banking and investment industry since 1988 during which time I have seen many changes. Many of these changes have not conformed to my belief in the level of service which a client could expect. I therefore decided to move to an environment where I could control the service commitment to my clients and I have become a Partner Practice of St. James's Place Wealth Management.
About
I have a simple function, make finance understandable, provide an exceptional service, and ensure I always fully understand the needs and aspirations of my clients. As a result many new clients come to me as a result of personal recommendation by existing clients.
It is often a frustration to people that their affairs have not been regularly reviewed, and a cornerstone of my commitment to service is a promise to meet each client on an annual basis, or more often if required.
I aim to keep clients aware of the most up-to-date information and opinions within the markets.
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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.