Simon Lipp
APFS
I began helping my clients with their financial planning in 1993 and was delighted to accept the invitation to join the St. James's Place Partnership in 2002.
Specialisms:
About
I am proud to say that I have built my practice almost exclusively by means of introductions from existing satisfied clients and professional connections.
My Practice Manager, Irene has many years experience in various areas of the financial services having worked as an Adviser and Paraplanner. Most importantly, this frees up my time to devote to clients.
To provide a comprehensive service, I often work alongside my client’s own solicitors, accountants and other advisers and can make introductions to other professionals when appropriate. Due to my knowledge and expertise, I am often asked to help colleagues and their clients with more complex retirement and long term care planning issues.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner 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.
