James Suttie
Chartered Financial Planner
James has been working as an Adviser in Financial Services since 2003, previously working for Lloyds bank before joining St. James's Place in 2006. James prides himself on his professionalism and dedication to providing the highest level of service to his clients.
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About
James graduated from City University in 1999 having gained a Masters in Aeronautical Engineering (MEng Hons) and started a career in Defence before later moving into Financial Services.
He enjoys providing bespoke advice to his clients helping them to meet a variety of financial objectives, specialising in investment planning and retirement planning, whilst incorporating tax efficient strategies.
In his spare time James is a winter sports enthusiast and also enjoys travelling the world having previously lived abroad.
James specialises in:
- Investment Planning
- Retirement Planning
- Pension Planning
- Inheritance Tax Planning
- Long Term Care
Qualifications:
- MEng (Hons)
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Financial Planning Certificate
- Certificate in Equity Release
- Award in Pension Update
- Certificate in Mortgage Advice
- Certificate in Life and Pensions
- Award in Long Term Care Insurance
Accreditations:
- Later Life Adviser Accreditation
Office:
- Shaftesbury
- Sherborne
- Canford Cliffs
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.
Accreditation
