Glen Whiston
I’m passionate about helping my clients achieve their financial goals. I work closely with my clients to establish where they are currently in their financial life, where they want to get to and how best to get there.
It is my aim to work alongside my clients in order to provide them with peace of mind regarding their financial affairs.
About
The advice I provide comes in three simple steps:
- Understanding you, your business and your goals
- Work with you to help you to define the correct strategy and action plan to help get you on the way to achieving your goals.
- Providing expert and focused advice and reviewing this strategy on an ongoing basis to adapt to the changing environment around us.
The Practice prides itself on providing our clients with impeccable service and putting their needs and financial goals before anything else. The philosophy is to build exceptionally strong, trusted and long lasting relationships with our clients.
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.
