Ross Penman
Dip PFS
My focus is on maintaining long term, trusted relationships with clients and I have been working in financial services for over 15 years to gain the knowledge and experience required to carry this through.
Specialisms:
About
All my clients need individual solutions to their circumstances and many have received financial advice in the past; however the overwhelming feeling is that it is fragmented, complicated or perhaps no longer relevant. To meet your objectives, financial planning has to look at the complete picture; expert advisor, a broad perspective of your situation and a lasting relationship.
These are three distinct benefits to the St. James's Place approach to Wealth Management.
At the heart of my service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such I regularly publish a range of newsletters exclusively for my clients, including a weekly Market Bulletin and quarterly magazine, The Investor.
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.
