Paul Ward
Copper House
Lower Street
Sudbury
Suffolk
CO10 9AH
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(195351) St. James's Place Wealth Management Plc
My expertise covers the broad spectrum of financial planning and will help you and your business. For more information please contact me.
Based on the Suffolk/Essex border providing financial advice to clients during their working lives and in retirement. With an ever-changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients so I can help them achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.
The value of an Investment with St. James's Place will be directly linked with 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.
Trusts are not regulated by the Financial Conduct Authority.
The Partner 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 title ‘Partner' is a marketing term used to describe St. James’s Place representatives.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.