Rob Steele
Cert PFS
Rob has worked in the financial services industry for over 25 years and has the knowledge and experience that you need to be confident that you are in safe hands.
About
In 2007, he recognised that he could provide his clients with a better service and the best possible advice by setting up his own business.
We focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves, their families and friends through the breadth of wealth management and financial planning services that we offer.
At the heart of our service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such we regularly publish a range of newsletters exclusively for our clients, including WeekWatch and a quarterly magazine, The Investor.
Testimonials
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. Partners: Rob Steele
