Philip Black
Bsc. (Hons) APFS, Chartered Financial Planner
My expertise spans over 2 decades in the financial services industry following a successful career with Thames Valley Police. I specialise in areas including tax efficient investment planning, retirement and inheritance tax planning, the cornerstone of my practice is high quality, individually designed wealth management solutions, which address clients’ needs that are identified in face-to-face consultations
About
My aim is to provide a highly professional service with a caring approach that always puts the interests of my clients first. I know that you are the most important part of my business and that my future success depends on how well I advise you and help you plan for the future.
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.
