Russell is a retirement and later-life financial planning specialist. He is a Chartered Associate of the London Institute of Banking and Finance, and a fully accredited member of the Society of Later Life Advisers (SOLLA).
As a Chartered Associate of the London Institute of Banking and Finance and a fully accredited member of the Society of Later Life Advisers (SOLLA), Russell is qualified to guide individuals and small business owners alike through the potentially complex process of establishing their immediate and later-life financial needs and defining their retirement goals.
For the small business, it might be about trying to establish a business exit* strategy. For the individual, it could be planning for their retirement, helping their children onto the property ladder, contributing to a grandchild’s education, or perhaps assisting parents with care needs in their later-life.
By guiding clients through the process of establishing their unique later-life needs and retirement goals, he can work 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, friends and colleagues.
*Exit Strategies may include the referal to a service that is separate and distinct to those offered by St. James's Place.
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.