Mark Patterson
DipPFS
My philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind.
I am delighted that I meet so many new clients as a result of personal recommendations by existing clients.
At St. James's Place my aspiration is to help make it easier and simpler for my clients to manage their wealth. I believe that this can be achieved through the provision of face to face bespoke wealth management advice.
There are no “off the shelf” solutions as in my experience every one of my clients has their own personal concerns, responsibilities and ambitions. The solutions that work for one would simply not work for another.
Basing my service on this principle and as an experienced adviser I have built up exceptionally strong, trusted and lasting relationships with my clients.
About
My career in the Financial Services industry began in 1986 and I was invited to join St. James's Place in 2007. In March 2020 I established Mark Patterson Financial Planning Limited as it was my desire to concentrate fully on helping clients achieve their individual financial goals. I feel that the best way to help a client is not only to provide appropriate advice and guidance based on their current financial position, but to also help ensure that the planning remains relevant to a client's current circumstances.
My aspiration is to help make it easier and simpler for my clients to manage their wealth, with bespoke wealth management advice.
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.
