Grant became a Partner Practice at St. James's Place in September 2017 and specialises in the design and delivery of financial solutions for the clients of Pickering and Rye Financial Solutions.
Grant is a Chartered Financial Planner and has been working in the industry since 1997. Before joining St. James's Place he was a Senior Financial Planning Manager at Nationwide Building Society, working closely with clients to identify their needs and offer tailored holistic financial advice.
Grant holds the following qualifications, Advanced Diploma in Financial Planning, Diploma in Regulated Financial Planning, Financial Planning Certificate, Certificate in Advanced Mortgage Advice and Practice and Certificate in Equity Release.
Click on the accreditations for more information
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.