Senior Partner Practice of St. James's Place Wealth Management
At school I always had a keen interest in Maths, which has led me to developing a career in Financial Services over the last 30 years. Having worked for The Royal Bank of Scotland, MBNA and St. James’s Place Wealth Management, I have developed extensive industry knowledge and experience. Undertaking roles which included training new Credit Underwriters, team management, providing commercial finance and financial advice. The most important and rewarding aspect of these roles was building strong relationships with clients and colleagues alike.
Having left the world of high street banking, I joined the St. James’s Place Academy, where I completed my Diploma in Regulated Financial Planning. This has enabled me to provide advice in areas such as Pension and Investment Planning, Protection and Taxation.
I am a member of the Society of Mortgage Professionals and I have attained The Certificate in Mortgage advice. Both qualifications are awarded and recognised by the Chartered Insurance Institute.
Away from the business, I enjoy spending time with my partner Sue and our children Nathan and Tom. As the boys are now more independent, with one away at college and the other enjoying his sport and spending time with friends, myself and Sue like to spend time travelling on city breaks. Our favourites being Barcelona and Dubrovnik. An ambition of mine is to visit Machu Pichu, an idea which was born out of a memory of my old school atlas.
I am a keen sportsman and I enjoy competing in Triathlons, Half Marathons and have an aim to complete an Ironman. In preparation for when I can no longer undertake such challenges, I have decided to play more golf in an effort to reduce wayward shots and improve my handicap.
If you would like to have a review of your financial planning needs or put in place a strategy which is tailored to you and your financial and family objectives, then please contact me either by phone or email. I would be happy to arrange a meeting at a time and location convenient to you.
Please do not hesitate to contact myself or my PA Lauren Wheeler: 01924 881234
Contact Steve Devonport - Financial Adviser
Mobile: 07745 611792
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Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
PFP Wealth Ltd is registered in England and Wales, Number 8694194. Registered Office: Unit 8 Paragon Business Park, Red Hall Court, Wakefield, West Yorkshire, WF1 2UY, England.