Senior Partner Practice of St. James's Place Wealth Management
George joined PD Financial Management in the Summer of 2018 having graduated from University with a First-Class Honours Degree in Economics & Finance.
As a Client Servicing Executive, George supports the advisers and handles client queries and general investment administration. His administration responsibilities include the processing and completion of new business as well as ensuring existing clients receive an ongoing bespoke service. George also helps with the organisation of PD Financials’ networking and client events.
George is looking forward to continuing his development at PD Financial Management with future aspirations of becoming a financial adviser.
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.