Stephen Mussard
As a Senior Partner of St. James's Place, I have extensive and valuable experience within the financial services sector. One of his key aims is to ensure clients are aware of the latest information within the markets so they are able to make informed decisions.
Specialisms:
About
I started my Financial Services career in 1990. Back in 1997 I joined what was then J. Rothschild Assurance, backed by Lord Rothschild, Sir Mark Weinberg and the late Mike Wilson CBE. J. Rothschild Assurance then developed and became St. James's Place.
I have, over the years, worked in many diverse areas including private and corporate client advice.
I specialise in meeting the financial requirements of people who have created more capital and whose circumstances are therefore more complicated than average. I offer the benefit of a single relationship to meet all your financial needs, whether your priority is to:
- Preserve wealth
- Manage cash
- Gain financial protection against risk
- Inheritance Tax planning
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.
