Graham Stanley
DipPFS Cert CII (FS)
I have enjoyed 30 years in financial planning. Having previously held advisory roles within Trustee departments/accountancy practices and consulting actuaries, I started building my own clientele, when I joined St. James's Place in March 2007.
Over the years I have developed a wealth of experience in providing specialist advice to clients who, although being successful in their own right, find themselves in a situation where they do not have sufficient time or expertise to focus upon their finances.
About
I specialise in offering expert advice in a wide range of important areas including tax efficient investment planning, pensions consultancy and management and inheritance tax planning.
My aim is to provide a highly professional service with a caring approach that always puts the interests of my clients first. I know that you are the most important part of our business and that our future success depends on how well we advise you and help you plan for the future
My philosophy
My core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning clients working in the city of London.
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.
