Tony Jackson
FCSI AFPS
Tony has worked in financial services for over 30 years, bringing a wide range of experience and knowledge to the Practice. Following a successful financial planning and wealth management career, including 12 years at Coutts & Co. Private Bank, Tony joined St. James's Place in 2017.
He is a Chartered Financial Planner and a Fellow of the Chartered Institute for Securities & Investment.
Alongside his private clients, Tony works with business owners regarding their personal and corporate financial planning, including tax efficient capital extraction and planning following business sales. Tony provides advice in the following areas:
- Retirement planning
- Savings & Investment planning
- Protection planning
- Estate & Intergenerational Planning
Outside of work, Tony is an avid sports fan who enjoys supporting his family’s sporting pursuits. In his spare time, you will also find him walking the family dog and playing golf.
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.
