Paul Carpenter
APFS Chartered Financial Planner
Paul has been in the Financial Services and Wealth Management industry since 1996 and is the Director of Carpenter Wealth Management Limited. By working in different environments, he has built up a wealth of experience and expertise over the years This has been done through previously working as an independent adviser looking after union groups such as the Met Police, NAHT, NUT, NHS and also for a large UK bank providing specialist advice to the banks wealth based clients.
About
Paul is keen to ensure his clients are provided with expert and high-quality advice and has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII). Chartered Status is the profession's gold standard for financial planners. It confirms that Paul has completed a suite of professional qualifications equivalent to a bachelor's degree.
Paul decided to establish his own Partner Practice of St. James's Place in 2013 as he prides himself on offering the very finest personal service and building long term relationships with clients.
Paul enjoys time with the family including the new arrival of his first Granddaughter, running, walks with the dogs and improving his handicap on the golf course.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
