Emma Stapley
I strive to provide the highest standard of personal service and quality advice to all of my clients.
About
Following the Retail Distribution Review (RDR) there was a requirement to raise the adviser qualification level within the Financial Services Industry so that all advisers are qualified to at least Level 4. However, I have taken extended studies and exams to be qualified to Level 6 through the Certificate in Private Client Investment Advice and Management.
The long term relationships with my clients and their families are built over the years on trust and integrity. My aim is to make every client feel as though they are my only client.
Working with St. James's Place enables me to provide holistic advice to structuring and preserving client's wealth. By consulting my colleagues at St. James's Place, who are experts in specialist key areas, clients can expect not only the highest quality service, but sound guidance from the top professionals in the financial industry.
Promotions
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 08/11/2022
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.
