Simon Annable
DipPFS
Prior to setting up White Peak Wealth Management with Simon, I had been running my own financial services business for 15 years, focused on mortgages and protection.
About
During this time I developed a good understanding of the financial issues that businesses face, as well as those facing individuals who wished to protect their estate and wealth. I now specialise in providing advice to business owners and individuals in all areas such as tax efficient profit extraction, investment and retirement planning.
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.
