George Rashbrook

Rashbrook Financial Planning, Associate Partner Practice, St James\'s Place @St. James's Place

Wales, GB

When I look back on my own personal financial journey I could have done things differently for a balanced, and less stressful, financial outcome. Realisation of this, when I finally took advice, led me on the path to become a Partner Practice with St. James’s Place. Previously I held Corporate roles in the Fashion Industry, invested in Property in the UK and abroad, and bought and run a Pub in the Welsh hills. I bring my real life experience to my clients when discussing Financial Planning which helps provide context to where I see potential in clients plans. My Financial Planning Practice is based in Carmarthenshire, but I have clients across the UK and regularly travel to London. I help you by understanding your goals, personal and financial. This drives my advice. My proposals will be driven by your needs and not by the products. I provide initial advice to enable me set up your Financial Master Plan, and work with you on ongoing, hosting regular reviews of your goals, and financial plan to ensure we are on track and the plan adjusts if necessary. I remain your on call financial adviser. The value of your investment can go own as well as up. You could get back less than you invested. Trusts are not regulated by the Financial Conduct Authority.