Chris Poole
DipPFS
Chris has had a successful career within the Financial Services sector since 1978 and was invited to join St. James's Place in 2010.
About
Chris is extremely proud of the professional service that Temple Mews Wealth Management offers to their clients both in the West Midlands and further afield across the UK.
The ethos at Temple Mews is to help clients meet their financial objectives for the long term. We have particular expertise in providing strategies and ongoing advice for investment management, asset protection, retirement planning and Inheritance Tax mitigation for both individual and corporate clients.
The advice we provide is always tailored to clients’ individual needs and is based on our corporate values of quality, integrity and excellence.
‘I firmly believe in helping people to proactively invest and protect their wealth, not only for now but for the benefit of future generations. At Temple Mews we help our clients to pass their assets on exactly as they intended, but with the aim of giving them the added confidence that their legacies are protected for the benefit and security of beneficiaries in years to come.’
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.
