Mark Wheatley

BA (Hons) DIPFA

After successfully graduating from university my financial services career commenced with a large building society where I spent 14 enjoyable years gaining valuable experience and my qualifications.

About

Establishing and maintaining excellent personal relationships with clients based around trust is at the core of what I do. It was this desire to consistently provide a compelling, professional level of service, underpinned by the distinctive approach of St. James's Place that led me to establish my own Practice.

Offering a personal, face-to-face wealth management service tailored to suit your specific needs I am able to provide financial solutions, whether these be personal or corporate. This involves planning solutions that are as tax efficient as possible using the very best in products, services and comprehensive investment strategies.

My philosophy is to keep a complicated subject matter simple, clear and easy to understand. I enjoy spending time and conversing with people and like to ensure my clients feel relaxed and comfortable in my company.

I am passionate about the industry I work in. I am committed to keeping my knowledge up-to-date and enhancing my qualification level to ensure I always give the best, most effective advice possible.

Outside of work I enjoy spending time with friends and family, love travelling and am a keen sportsman, still playing football competitively.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Addresses

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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.