Phil Jones Awpetr

Managing Director of Prj Financial Planning Ltd @St. James\'s Place Wealth Management

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

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WORK HISTORY

Oct 2016 — Present

Managing Director of Prj Financial Planning Ltd @St. James\'s Place Wealth Management

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Newport, GB

St. James\'s Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.The 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 - 19/03/2025

EDUCATION

1981 — 1986

Newbridge Comprehensive School

O Levels

1989 — 1992

Crosskeys College

A Levels

1989 — 1992

University of Chichester

BA Hons, Sports Studies

SKILLS

Income ProtectionProperty ManagementPropertyFinancial PlanningMortgage LendingReal Estate TransactionsInvestmentsReal EstateNegotiationPensionsSippCorporate Real EstateInvestment PropertiesNew Business DevelopmentLandlordWealth ManagementBusiness PlanningPension FundsPortfolio ManagementResidential HomesFinanceRetirement PlanningBusiness StrategyEstate PlanningMarketing StrategyWealthReal Estate DevelopmentAsset ManagementFinancial Services

ABOUT PHIL JONES AWPETR

An experienced Financial Planner with over 20 years in Financial Services, providing…

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Phil Jones Awpetr — Managing Director of Prj Financial Planning Ltd at St. James\'s Place Wealth Management in Newport, GB | Unifers