Stephen Hope
CeFA DipFA CeMAP
Having worked successfully within the banking and investment industry since 1999, I have seen the sector evolve beyond recognition. Many of these changes, in my opinion, have not kept client and customer service at their core. In becoming a Partner Practice of St. James's Place, I joined an environment where I can better control my service commitment to my clients.
About
I understand that the quality of advice given is very important and therefore qualifications and expertise are essential. I hold both the IFS’s Certificate and Diploma in Financial Services, in addition to being licensed to practice as a mortgage adviser. I continually update my knowledge in this ever-changing industry to ensure I take care of my clients present and future needs.
At the heart of the service offered is my belief in effective communication to ensure that my clients are kept informed of issues that may affect their financial wellbeing. As such, I regularly publish a range of newsletters exclusively for clients, including a WeekWatch, a bulletin which is Emailed on a Monday and provides you with a weekly round-up of key events in global markets and economies, as well as the latest personal finance news and quarterly magazine, The Investor.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Testimonials
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.
