A little about me and my business

I have worked in the wealth management industry for over 25 years, and joined St. James’s Place Wealth Management in 2013.

In 2019 I achieved Chartered Financial Planner status satisfying rigorous criteria for both professional qualifications and ethical good practice so you can be confident that you are dealing with someone that is wholly committed to providing you with the best possible advice, service, and support.

 

As a Financial Adviser, I help business owners, company directors, senior executives, and retired clients by providing tailored financial advice to manage and protect their wealth.

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Please attend our weekly positive Check-in session jammed packed with positive input from members and guests alike, chaired by the Founder of the Family Business Practice Peter Roper The Family Business Man.

Start your week with a bang, not a sleepy whimper!

This will comprise a member presentation on Five things they have learned in their business - highlighting successes and failures, plus breakout sessions between attendees to pick up the latest trends, market information, and experience our membership can provide.

This FREE session lasts for just seventy-two minutes and is for members of the practice.
 
However, we can accept non-members by prior appointment with Peter Roper if space allows.
 
For more information and to book as a guest please contact Peter at Peter@familybusinessman.com