JR
Jason Ritchie
Managing Director at Berkley Square Private Clients
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Work Experience
Managing Director
2007 - Present · 18 years
Financial Advisor
2005 - 2007 · 2 years
Investment Manager
2002 - 2005 · 3 years
Company Details
Berkley Square Private Clients, a Senior Partner Practice of St. James’s Place Wealth Management, have extensive and valuable experience within the financial services sector. Our key aim is to provide a highly professional and personal approach to financial planning for both private and corporate clients as well as for professionals. We call this service "Bespoke Financial Planning". It empowers and enables our clients to create a firm foundation to help them in meeting their own personal financial objectives. This in turn allows them to look to the future with confidence and optimism. We work closely and confidently with all of our clients, meeting with them regularly and keeping them updated with topics and discussion that may relate to their personal financial circumstances.
Year Founded
2007
Social Media
Linkedin
Industry
Financial Services, Banking services, Financial and insurance services, Business Services
HQ Location
8 Forest Gate, Pewsham Chippenham, England SN15 3RS, GB
Keywords
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