Jason Ritchie
Managing Director @Berkley Square Private Clients Ltd
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WORK HISTORY
Managing Director @Berkley Square Private Clients Ltd
We are a team of experienced and highly skilled Financial Planners, providing and managing bespoke financial solutions to Business Owners, High Net Worth Individuals and successful professionals.The Partner Practice is an Appointed Representative of and represents only St.James’s 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.
EDUCATION
St Edmunds Calne
Primary Education
SKILLS
ABOUT JASON RITCHIE
Specialties: Providing bespoke financial planning solutions to both individual and corporate clients. This specialism allows our clients to concentrate on running their businesses and/or enjoying their personal lives. Our expertise allows us to arrange, monitor and when needed readdress assets to help promote growth, whilst aiming to reduce tax liabilities. This process ultimately enhances, strengthens and maintains both corporate and personal wealth.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.
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