Graham Sneddon

Principal of Sneddon Financial Planning Partnership - Senior Partner Practice @St. James's Place

Bristol, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2013 — Present

Principal of Sneddon Financial Planning Partnership - Senior Partner Practice @St. James's Place

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Bristol, GB

St. James’s Place, with whom I’m proud to be a Senior Partner Practice, considers wealth management to be “the provision of personal, face-to-face advice, designed to suit our clients’ individual long-term requirements and putting them firmly at the centre of everything we do.”As such, I help my clients to reach their financial goals by offering appropriate advice and access to St. James’s Place’s personal approach to investment management, and by ensuring that any plans put in place remain effective in the future, no matter how their circumstances change.I’m currently working with clients in the fields of retirement planning, tax planning, investment planning, family and business protection.On a personal note, I can honestly say that my move to St. James’s Place has made me truly happy, as it gives me the flexibility and opportunity to focus 100% on each individual client I meet.The Partner/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 representativesSJP Approved

SKILLS

Employee BenefitsFinancial PlanningRelationship ManagementEstate PlanningWealth ManagementFinancial ServicesStrategic Financial PlanningPension FundsLife InsuranceHigh Net Worth IndividualsInvestment StrategiesFixed AnnuitiesSavingsWealth Management ServicesHolistic Financial PlanningRetirement PlanningTrustsCritical IllnessInheritance Tax PlanningWealthFinancial RiskPensionsInsuranceInvestmentsInvestment AdvisoryIncome ProtectionProtectionFinancial Advisory

ABOUT GRAHAM SNEDDON

Offering, and implementing, the very best financial advice to clients from all walks and…

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Graham Sneddon — Principal of Sneddon Financial Planning Partnership - Senior Partner Practice at St. James's Place in Bristol, GB | Unifers