The increasing regulatory and administrative burden in the IFA sector, coupled with an uncertain future post-RDR, prompted the three Partners of Cardiff-based Castle Court to explore their options.
This new short film is a personal and frank account of the journey Castle Court went on; the key challenges they faced, their options going forward and their experience upon accepting an invitation to become a member of the St. James's Place Partnership, the exclusive advisory arm of the St. James's Place Wealth Management Group.
Castle Court Wealth Management – The journey to St. James’s Place
Prior to considering the St. James’s Place option, the Partners of the Practice were not fully aware of the significant opportunities offered by the strength and depth of both the adviser and client proposition at St. James’s Place.
If you are encouraged by the Castle Court story and would like to know more about becoming a member of the St. James's Place Partnership, click below to arrange for a member of the St. James’s Place senior management team to contact you.
The "St. James's Place Partnership" is the marketing term used to describe St. James's Place representatives.