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Allan Carella
Wealth Management Advisor For Ian Davidson, Partner at St. James’S Place
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Work Experience
Wealth Management Advisor For Ian Davidson, Partner
Apr 2014 - Present · 10 years and 8 months
one solution group
Apr 2011 - Apr 2014 · 3 years
Paraplanner
Apr 2013 - Apr 2014 · 1 years
Personal Lines Executive
Apr 2011 - Apr 2013 · 2 years
Company Details
1001-5000 Employees
There’s advice that can change your day. Then there’s advice that can change your life. And the lives of those you love. The kind of advice that only ever comes from people who have your best interests at heart, who want to see you happy. Like your dad. Your sister. Your best friend since primary school. And us. We all need advice on life’s journey to have the confidence to take the next step. But today, there’s fewer and fewer people you can turn to. SJP offers one-to-one financial advice at every step that gives you the confidence to embrace your tomorrow. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place Partnership in the UK represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. St. James’s Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP. Registered in England Number 4113955. SJP Approved 11/03/2024
Year Founded
1991
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
St. James's Place House 1 Tetbury Road Cirencester, Gloucestershire GL7 1FP, GB
Keywords
Wealth ManagementInvestment PlanningRetirement Planningand Protecting You & Your Estate
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