Paul Birtles
Dip PFS
I have been working in regulated Financial Services since 2001 and have obtained a broad range experience of servicing clients through both home service Financial Services and Banking institutions.
Specialisms:
About
I first joined St. James's Place in 2017 working as an adviser in a Partner Practice, supporting client planning and financial management needs. This is where I recognised the synergies and client benefits of providing holistic estate advice in conjunction with quantitative wealth management.
Now at PDM Wealth Management, I have a small team of highly experienced people looking after a large number of nationally based clients. The goal is to continue to work closely with them and their families to provide a bespoke service across covering all aspects of financial advice.
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.
