Rob Maddison-Joss

WORK HISTORY

EDUCATION

SKILLS

ABOUT ROB MADDISON-JOSS

Rob Maddison-Joss is a Wealth Manager & Adviser helping clients address their biggest concerns: Wealth enhancement & wealth preservation, retirement planning, mitigating taxes, taking care of their heirs, & creating independence through financial security. Together with his team, he focuses on providing wealth & financial solutions to clients in the UK. Rob is a representative of St. James\'s Place Wealth Management and Principle of his own Partner Practice, Hillcrest Wealth Management. He uses a consultative process to gain a detailed understanding of his clients\' deepest values and goals. Rob then employs customised recommendations designed to address each client\'s unique needs and goals beyond simply investments. Successful individuals and families work with Rob to- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams- Make smarter decisions in today\'s uncertain political, economic and social environment- Obtain a second opinion from a top wealth manager. Previously Rob spent nine years at Barclays Private Bank and seven years at Investec Wealth & Investment. 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.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 representativesSJP Approved 04/11/2024