Adam Letts Financial Planner
Director of Letts Wealth Management Ltd, Partner Practice of St James\'s Place Wealth Management @Letts Wealth Management Ltd
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WORK HISTORY
Director of Letts Wealth Management Ltd, Partner Practice of St James\'s Place Wealth Management @Letts Wealth Management Ltd
At Letts Wealth Management we specialise in delivering quality, face-to-face financial advice with a commitment to building trusted and enduring relationships with clients. This advice includes pre and post retirement planning, investment planning, estate planning, inheritance tax mitigation and life protection planning.As a Partner Practice of St. James\'s Place, our proposition is further enhanced by their distinctive approach to investment management and the guarantee that they offer regarding our advice.St. James\'s Place guarantees the suitability of the advice given by members of the St. James\'s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group\'s website at 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). The \'St. James\'s Place Partnership\' and the titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St. James\'s Place representatives.SJP Approved
EDUCATION
Gosfield School
A Levels and GCSEs, A Level Business Studies, Geography and Physics / 9 GCSEs.
Chartered Insurance Institute
Chartered Financial Planner, Financial Planning and Services
University of East Anglia
Bachelor’s Degree, Environmental Science
ABOUT ADAM LETTS FINANCIAL PLANNER
I have worked in financial services for over 20 years and am a Chartered Financial…
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