MKT Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
Prior to joining MKT Wealth Management, Paul had a very successful career within the financial services sector working for over 14 years working for Lloyds TSB, Yorkshire Bank and the Co-operative Financial Services. He has built up fantastic long term relationships with clients over the years who have sought his advice over this time. By accepting his invitation it has since increased his ability to achieve his client's goals, and offer a wide range of wealth management services of outstanding quality.
Investment Planning Strategies
Inheritance Tax and Trust Planning
Mortgages and Protection
Diploma in Financial Planning
He is driven by providing bespoke personal service tailored to client needs. He is very proud of his long standing client relationships, which is illustrated by his clients staying with him through different life stages, reinforcing the quality of service he strives to deliver. This level of satisfaction may be judged by the fact that most new clients come to him as a result of personal recommendation by existing clients.
As well as his own experience and knowledge, he can call on any number of specialists either within the Partnership or from a carefully selected number of Industry experts or providers. In this way an appropriate solution can be found for any given situation. This comes with the complete peace of mind, of the St. James's Place Wealth Management guarantee*.
Outside of his working life, Paul spends his time indulging in his passion for sport, where he follows his local football and rugby league teams, whilst interspersing this with his love of live music. He is married to Lisa and has two sons, Dylan and Charlie. He is also a member of the Wolds (Beverley) BNI group.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Trusts are not regulated by the Financial Conduct Authority.
*St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the group's website at www.sjp.co.uk/products
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
MKT Wealth Management Ltd is registered in England and Wales, Number 07858909. Registered Office: Unit 14A, Waterside Business Park, Livingston Road, Hessle, HU13 0EG.