Russell is a retirement and later-life financial planning specialist and a fully accredited member of the Society of Later Life Advisers (SOLLA).
His focus is on providing in-depth professional financial planning advice to individual clients and small businesses alike; guiding them through the process of establishing their unique later-life needs and retirement goals and working with them to put in place financial plans designed to help them achieve those personal goals.
Elected by his former colleagues, Russell is also a Member-Nominated Trustee Director of a large company pension scheme. He is married and lives in Cheltenham; where he enjoys the many and varied cultural, artistic and sporting opportunities that the town has to offer, as well good times spent in the company of his wife, family and friends.
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.