Jonathan Parfitt
DipPFS
I would like to offer all new and existing clients the opportunity to review your financial aims and aspirations at a time convenient to you.
About
I have had a successful career within the financial services sector for the past 19 years.
I began my career working with Halifax Bank and progressed to being a Senior Financial Adviser and Area Manager with them. More recently I have been working with Lloyds Bank as a Wealth Manager. As you can see I began with one of the UK’s largest companies during which time I rose to become a highly respected consultant.
I began my career working with Halifax Bank and progressed to being a Senior Financial Adviser and Area Manager with them. More recently I have been working with Lloyds Bank as a Wealth Manager. As you can see I began with one of the UK’s largest companies during which time I rose to become a highly respected consultant.
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
Item 1 of 5
Addresses
Item 1 of 1
More about St. James's Place
SJP Approved 15/05/2024
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.
Parfitt Financial Planning Limited is registered in England and Wales, Number 09166138. Registered Office: 21 Hanbury Grove, Gwent, Pontypool, NP4 6FD.
