James Burgess
James is a Chartered Financial Planner, having qualified through the prestigious St. James's Place Academy in 2016 and qualifying for his Chartered status in December 2018. Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
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About
James provides a holistic approach and covers all areas of wealth management. This includes retirement and pension planning, life insurance, savings and investment planning. In addition to this he is qualified to assist with Inheritance Tax Planning.
James seeks to provide high quality advice to individuals, trustees and corporate clients. His clients are typically looking for a financial plan to help them through each important milestone in their lives. This could be buying a home, providing school fees, accessing their pensions and even with help to reduce their inheritance tax position.
In his spare time he likes to spend time with his wife Jo and two children. He also enjoys playing tennis and golf when time allows it!
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.
Accreditation
