I first met Dan and Nicole when Dan was running a successful business working a lot of hours and Nicole was working at a local shop part time. They were married and had two children. They had no financial adviser.
Creative Lifestyle Planning Ltd 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. Creative Lifestyle Planning Ltd is registered in England & Wales No. 12751017. Registered Office: 1 Peach Street Wokingham Berkshire RG40 1XJ.