Ian Southcott
I aim to deliver my commitment to you by providing personal face-to-face financial advice giving you the opportunity to review your financial affairs regularly, ensuring they are managed effectively. I want your experience with me to be positive in every sense, and for all of your dealings with me to meet with your complete satisfaction.
About
We have always taken pride in the levels of advice, service and professionalism we have delivered to our clients for nearly 25 years and very proud that the established business it is today has been built on the back of recommendations from our clients and professional connections, building exceptionally strong, trusted and long-lasting relationships with our clients.
One of the proudest moments for Ian Southcott was being presented with a prestigious award for ‘Treating Customers Fairly’ by a previous network of over 300 advisors, after the network had undergone a full internal audit by Ernst & Young.
We firmly believe that our industry should be driving financial advisory standards upwards and we are passionate about being part of its delivery. Anyone that is an existing client, or a potential client of Southcott Financial Planning Ltd, can be assured that we will always go that ‘extra mile’ for them, irrespective of what their circumstances may be. Our financial services are tailored to provide clients with peace-of-mind regarding your personal financial affairs and being sensitive to individual needs.
One of the major reasons why Southcott Financial Planning Ltd decided to become a Partner Practice of St. James's Place was because of the core values shared by both companies, with the emphasis on putting ‘you’ firmly at the centre of everything we do, enabling us to run a genuinely client-focused business.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 16/11/2022
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.
