Russell has worked in financial services since 1999, bringing a wide range of experience and knowledge to the Practice. Following a successful career with both Lloyds Bank and HSBC, he accepted an invitation to join St.James’s Place in 2013. Russell is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Alongside his private clients, Russell works with business owners regarding their personal and corporate financial planning, including tax efficient capital extraction and planning following business sales.
Russell provides advice in the following areas:
- Retirement planning
- Savings & Investment planning
- Protection planning
- Estate planning
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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.