Partner Practice of St. James's Place Wealth Management
Ian completed a joint honours degree in Media & Cultural studies and Applied Psychology at Liverpool University. After gaining his degree, completing a place on a graduate training programme sponsored by the Co-Op Insurance Society and travelling for a year he returned to the UK, helping his father manage the family construction supplies business. During that time he carried on studying for his financial qualifications.
In 2008 Ian joined a mortgage broker as a first step in a financial career, whilst continuing his studies to become an IFA. Following employment by a financial adviser in Knutsford, Cheshire, Ian completed his move to Bright in August 2010.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Bright Wealth Management is a trading name of Bright FS Limited. Bright FS Limited is registered in England and Wales, Number 08191747. Registered Office: Yarmouth House, Trident Business Park, Daten Avenue, Warrington, WA3 6BX, England. VAT No. 181103055.