James Penn
Chartered FCSI | Dip IP | BSc (Hons)
James Penn is a Chartered Wealth Manager that has been providing personalised Wealth Advice to clients for over 27 years.
With a strong moral compass, James can identify planning opportunities and fully understand his clients’ circumstances, objectives, and concerns. He is a trusted advocate of his clients and genuinely wants to help build and preserve their future wealth.
James is a Chartered Wealth Manager and a Chartered Fellow of the Institute for Securities and Investments.
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.
