Partner Practice of St. James's Place Wealth Management
Nick started his career as a Paraplanner in March 2010 and has been with PD Financial Management Limited since 2013.
Nick holds the Diploma in Regulated Financial Planning and works alongside the advisers in helping to provide the clients with the bespoke service that PD Financial Management Limited demand.
Nick deals with supporting the technical aspects of the financial planning process which occur behind the scenes of PD Financial Management, prior to and following client meetings that are conducted by the Advisers.
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.
PD Financial Management Limited is registered in England and Wales, Number 5123232. Registered Office: No. 1 The Paddocks, Chateau Impney Estate, Droitwich Spa, Worcestershire, WR9 0BL, United Kingdom.