Senior Partner Practice of St. James's Place Wealth Management
Harrison was delighted to join Navigation Wealth Management Ltd, Senior Partner Practice of the prestigious St. James’s Place Wealth Management after four successful years working for a high-street bank.
“Joining Navigation Wealth Management Ltd has enabled me to provide my clients with a comprehensive range of wealth management solutions, which can be tailored to meet their individual wants and needs.”
Harrison provides bespoke recommendations to individuals and businesses following face to face meetings; “my aim is to help identify my client’s financial priorities, objectives and aspirations, so that I can work with them to develop a strategy to achieve these goals within their desired timescales.”
At Navigation Wealth Management Ltd we offer an inter-generational personal client service, covering investment, protection, retirement and inheritance tax planning needs. Supporting you and your family throughout your life as your needs and priorities evolve over time.
Our corporate solutions for business owners comprises of advice and support on business protection, corporate pension planning (including auto enrolment) and employee benefits.
Harrison places a strong emphasis on his Professional Development and prides himself on his personal relationships with his clients. Harrison has undertaken a significant number of professional qualifications and is on track to become one of the youngest Chartered Financial Planners in the industry.
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.
Navigation Wealth Management Ltd is registered in England and Wales, Number 04654894. Registered Office: The Exchange, Haslucks Green Road Shirley, Solihull, West Midlands, B90 2EL.