I believe that the quality of advice given is very important and therefore qualifications are important. I am continually updating my knowledge in this ever changing industry.
Joe Jobling has worked within Financial Services since 1997 and has specialised in offering expert advice in a wide range of important areas of financial advice.
The essence of the company is to provide personal and tailor made wealth management advice, whilst always applying the four pillars of the business: first class service, honesty, integrity and professionalism.
We have a simple function, make finance understandable, provide an exceptional service, and ensure we always fully understand the needs and aspirations of our clients.
It is often a frustration to people that their affairs have not been regularly reviewed, and a cornerstone of my commitment to service is a promise to meet each client on an annual basis, or more often if required.
I aim to keep clients aware of the most up-to-date information and opinions within the markets.
I have entrusted my financial planning to Joe Jobling for a number of years. I believe he has put my interests first, giving sound and trustworthy advice. I have and will continue to recommend Joe to family and friends as the service and support I receive from Joe has always been great.
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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) 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.