Senior Partner Practice of St. James's Place Wealth Management
Carl Stacey was invited to join PD Financial Management Limited from Lloyds Banking Group in January 2016. Carl is equipped with the knowledge to advise clients with bespoke holistic advice in a variety of financial needs.
Passionate about offering a high standard of service and bespoke client solutions, moving to PD Financial Management has been a natural progression. Carl has over 12 years’ experience in Financial Services, building long lasting rewarding relationships with clients.
Carl’s experience with Lloyds Banking Group consisted of advising personal clients with diverse needs such as retirement and investment planning and peace of mind through protection solutions, whilst upholding an award-winning service.
Areas I specialise in: Pension planning | Investment Planning | Protection
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.
PD Financial Management Limited is registered in England and Wales, Number 5123232. Registered Office: The Auction House, 87-88 St. John's Road, Stourbridge, West Midlands, DY8 1EH.