Paul Kerr
DipPFS
During my time in Financial Services, I have built long term relationships with clients which have been developed with the word “trust” at the heart of those relationships.
About
Over the years, my advice has branched out to look after individuals, families and businesses with their financial planning.
Whilst the world is constantly changing from a technology point of view, it is my opinion that it still remains that face-to-face advice is still the best way to develop relationships and help all clients in their financial planning.
Paul Kerr Wealth Management was established in 2017, when I accepted an invitation to join St. James's Place. Having over 20 years’ experience in the industry, I believe my business and clients are best served with my decision to join them.
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 04/09/2022
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.
