Stephenson Financial Planning Ltd
Partner Practice of St. James's Place Wealth Management
“David is friendly and personable yet business-like, and undoubtedly well informed. He is patient, informed and explains things well. He tailors advice to changing circumstances and attitude to risk, instills confidence and has credibility due to his status as a St. James's Place partner. I would recommend him wholeheartedly.”
Ray, Retired Doctor
“David has been our adviser for a number of years and guided me through investing for my early retirement. He always gives thorough advice with an explanation of the rationale for the investments he recommends. He is always very supportive of any queries that I have had need to make. He has also helped other members of our family with financial matters. Sometimes feels more like a friend rather than our adviser.”
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.
Stephenson Financial Planning Ltd is registered in England and Wales, Number 11073904. Registered Office: Dalton House, 9 Dalton Square, Lancaster, LA1 1WD, United Kingdom.