Patrick McLaughlin
FPFS
Patrick has over 20 years’ experience of working and advising within financial services. He is the founder of North Wealth Management, and fully qualified as a Chartered Financial Planner and Fellow of the Chartered Institute of Insurers, which is the industry’s gold standard for financial planners.
Patrick joined St. James's Place in 2007 and his breadth of technical knowledge and experience ensures his clients receive a distinct, trusted and professional service.
About
My clients receive advice on matters which include retirement planning, building and preserving capital, while working towards obtaining income and capital growth in a tax-efficient and flexible manner. I also specialise in estate and inheritance tax planning.
I believe that the quality of advice given is very important and therefore additional qualifications are important. As a Chartered Financial Planner and Fellow of the Chartered Institute of Insurers, I am one of an elite group of professionals at the forefront of our profession.
The services you can expect to receive from me are:
- Expert advice
- A broad perspective to your solution
- A lasting relationship
- Regular reviews
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.
The levels and bases of taxation can change at any time. The value of any tax reliefs depends on individual circumstances.
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.
