Victoria Court Private Clients
Financial ServicesView the employees at
Victoria Court Private Clients-
Richard Holmes FPFS Chartered MCSI Managing Director/Wealth Management Consultant
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Leeds, England, United Kingdom
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Rising Star
Paul Naisbitt Principal Director at Victoria Court Private Clients, Chartered Financial Planner-
Leeds, England, United Kingdom
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Top 5%
Mark Jordan FPFS Chartered Financial Planner-
Harrogate, England, United Kingdom
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Top 10%
Overview
At Victoria Court Private Clients, we place our clients at the heart of the business. We believe that the best way to give personalised financial and investment planning advice is through our expert team of professional advisers supported by a well-trained and efficient administrative team. Our belief is that each client should be treated as an individual; after all, we are all unique. Tailored holistic wealth management advice can make the difference between a prosperous future and the disappointment of unrealised potential. We are a Partner Practice of St. James's Place Wealth Management and believe ongoing financial reviews are crucial to our clients’ financial success. We are committed to providing face-to-face reviews with our clients, with a focus on building long-term relationships. Victoria Court Private Clients 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. Victoria Court Private Clients is a trading name of Clayton Holmes Naisbitt Ltd. SJP Approved 09/11/2023
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