Paul Bird
FPFS
My service is tailored to ensure I understand the requirements and needs of each client I advise. Once I have a good understanding of their individual situation, I work with my clients to develop a bespoke plan to help enable them to achieve their current financial needs and future aspirations.
About
When devising and agreeing any financial plan with clients, my advice will be tailored to help deliver the client’s aims and aspirations for themselves, their family and their business. Over any time period there may be changes in a client’s circumstances and therefore it is vital to regularly review and monitor the original financial aims.
As an Associate Partner Practice of St. James's Place the focus of the Practice is to provide the appropriate level of advice and service to my clients to help achieve and maintain financial security for them, their families and their businesses.
I am also delighted to sponsor Llanrumney United Juniors girls Under 9 side for the season 2022/2023.
Testimonials
Accreditations
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.
Click on the accreditations for more information
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.
