Phil Bannister

Principal of Bannister Wealth Management @St. James's Place

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

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WORK HISTORY

Nov 2017 — Present

Principal of Bannister Wealth Management @St. James's Place

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I provide a broad based advice to mainly directors and professionals, helping them with practical solutions to the financial issues that concern them most.My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. More details are available on my website- As an Associate Partner Practice of St. James’s Place Wealth Management based in Duxford, Cambridge, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.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 09/03/2023

SKILLS

Relationship ManagementRetirement PlanningWealth ManagementBusiness Relationship ManagementPortfolio ManagementFinancial Services

ABOUT PHIL BANNISTER

Do you feel in control of your personal finances? Are you saving enough for…

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Phil Bannister — Principal of Bannister Wealth Management at St. James's Place in Cambridge, GB | Unifers