Partner Practice of St. James's Place Wealth Management
I joined the wealth management profession in 2012.
It is my passion to ensure that my knowledge is of the highest standard in order to provide my clients with equally the highest standard of wealth management advice.
My emphasis is on building and maintaining long-term relationships with my clients, and to provide them with a source of trusted advice as their financial needs evolve over the years. I offer a bespoke and high-level personal service, taking time to understand people's needs and future aspirations before offering advice.
Outside of work I follow most sports, I enjoy golf and 5 a side football with friends on the weekend.
Contact Lewis Parry - Director and 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.
IWM Wealth Management Limited is registered in England and Wales, Number 10852119. Registered Office: 7 Coed-Y-Bryn, Blackwood, Gwent, NP12 1HA, Wales.