Paul Naisbitt
AFPS, Certs CII (MP&ER), Chartered Financial Planner
Prior to creating the firm, Paul spent in excess of 20 years working for a major high street bank in the development of its corporate financial advisory division in the Yorkshire region.
Specialisms:
About
Areas of expertise include:
- Group & personal pensions
- SIPP
- SSAS
- Income drawdown
- Trustee investment schemes
- Corporate protection
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.
SSAS's are not regulated by the Financial Conduct Authority.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
