Josh Long
DipPFS
I prioritise building long-term relationships with my clients based on trust, professionalism, care, and expertise. Working with individuals from diverse backgrounds, I take the time to examine their finances holistically, understanding their core goals and objectives. I firmly believe that a service-oriented approach is vital to ensuring my clients' plans remain current and aligned with any legislative changes.
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.
