Macfarlane Wealth Partners
Senior Partner Practice of St. James's Place Wealth Management
Initiating a first point of contact for new clients and creating a successful line of communication with partners.
Through management of both client and partner scheduling I help city professionals meet with highly competent and respected IFA's who provide comprehensive tax/financial planning and wealth management advice.
Outside of work of work I am kept busy with the family; weekends are filled with trips to the park, bike rides, games and good food. When not with the family I enjoy sports like Jiu Jitsu and Kickboxing despite often being on the losing end.
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.