Edward Trehearne
DipPFS MBA
The Practice offers the benefit of a long term single relationship and I hope that you find my website of interest and I would be delighted to hear from you.
About
Financial advice is provided through a personal service tailored to meet the unique requirements of individual and corporate clients by obtaining a clear understanding of the client's requirements.
This involves analysing their circumstances, designing a personal financial plan, implementing and monitoring the recommendations, advising on the changing legislative environment and holding regular reviews to help achieve goals. The aim of the analysis is to ensure that the client’s entire financial situation is viewed as an integrated whole, so that each client is optimally positioned to meet their needs, obligations and aims.
Edward Trehearne joined St. James's Place in 2005 and has worked in Financial Services for over 25 years. He spent the first part of his career working in the institutional fixed income markets. Since joining St. James's Place he has built up a select list of clients – encompassing individuals, trusts and corporate entities - which he advises broadly in respect of their finances. He works closely with existing advisers such as accountants, solicitors and stock brokers.
Edward lives near Cirencester and is married with two children.
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.
