Mark Windsor
DipPFS
Mark has worked in financial services for more than 25 years, initially via the financial advice arm of Lloyds Bank and then latterly by accepting an invitation to join the St. James's Place Partnership at the end of 2012. Mark enjoys working with business owners, personal and private clients in all aspects of financial planning including investment planning, retirement planning and protection planning as well as helping to mitigate tax.
About
He lives in Rudry with his wife Paula and 3 children Ffion, Lowri and Mali. Rugby days are well over but tries to get his mountain bike out when not working or running around supporting the girls sporting activities.
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.
