Senior Partner Practice of St. James's Place Wealth Management
Bobby specialises in designing and implementing investment, tax and retirement planning strategy for his diverse client portfolio. Bobby has a detailed understanding of the financial planning requirement issues faced by individuals, and is experienced at helping clients meet their objectives.
After graduating in law, Bobby worked within a prestigious law firm before joining Cooper Associates Wealth Management.
The Partner Practice 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.
Cooper Associates Wealth Management Ltd is registered in England and Wales, Number 06890675. Registered Office: 40 St James Buildings, St James Street, Taunton, Somerset, TA1 1JR.