B&N Financial Planning Limited
Associate Partner Practice of St. James's Place Wealth Management
“I asked Bobby to advise me in savings and investments. Bobby met with me at a convenient time and went through my current finances, future plans and the options to achieve those plans whilst ensuring that I had enough for a rainy day. I have no experience in investments but felt safe in the knowledge that Bobby was able to recommend and provide me with an option that was right for me. Bobby gave me more than enough information throughout the entire process - with more available if I required! - and made the whole process simple and easy to understand. Bobby's expertise showed throughout the setting up of my plan and continues with regular updates now that my plan is up and running. I always thought that setting up an investment would be difficult and complex to understand and so have put this off for quite some time, but Bobby has made the process so simple and also assists with reviews to ensure that I am on track to achieve what I intended. I would have no hesitation in recommending Bobby to any of my friends, family, colleagues or clients.”
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.
B&N Financial Planning Limited is registered in England and Wales, Number 10624370. Registered Office: 59 The Avenue, Southampton, Hampshire, SO17 1XS, England.