Senior Partner Practice of St. James's Place Wealth Management
Steve acts as a senior wealth manager and has particular expertise in providing advice to private and corporate clients who are higher rate taxpayers. Steve has worked within the financial services sector since 1996, previously establishing himself as one of the top financial consultants in the country during his time with Prudential Assurance Co Ltd. Steve has extensive experience in all areas of investment, pension and inheritance tax planning.
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.