Gary Epstein is an experienced Financial Adviser, having worked with St. James's Place for eight years. His focus is on helping clients achieve their financial goals by working closely with them to provide tailored financial advice across retirement planning, investment planning, protection planning, and wealth management.
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.