Simon Roffey
DipPFS, BA (Hons) MBA
I am a Senior Partner of St. James's Place Wealth Management and was invited to join the business in 2012. I have a wealth of experience and expertise and pride myself in delivering a first class service to my clients and their families.
About
I enjoy building relationships, adding value and making a real difference to the financial wellbeing of my clients over the long term. Fundamentally, I see my approach as one of problem solving for my clients who can expect to receive the most appropriate advice at all times.
Because of our strong client focus, I build my business solely on introductions, both from my private clients and from other long standing professional relationships. My clients recommend me to their friends, families and colleagues so that they too may benefit from the sound professional advice that they themselves have received.
Testimonials
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.
