Giles Wealth Planning Ltd
Adam Giles
APFS
When you need advice, you need advice you can trust, assisting you in managing your financial affairs more effectively. You also need a person that you can relate to that doesn’t talk jargon, someone who explains concepts clearly.
About
I have a wealth of experience and expertise having worked in financial services for over 25 years.
I joined Lloyds TSB in 1988 with the last 20 years working as a successful financial adviser. Whilst at Lloyds TSB I was highly respected by customers and colleagues alike and put customer service at the forefront of my proposition. Consequently, I built up a loyal and long standing customer base and regularly received recommendations both from my private clients and from other long-standing professional relationships.
In 2013 I was delighted to accept an invitation to be a Partner Practice of St. James's Place as this has allowed me to offer an excellent range of financial services and products which are available through the Partnership and have since gained Senior Partner Practice status.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
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.
SJP Approved 11/08/2022
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.
