Dave Harris
DipPFS
Neptune Financial Management was established in 2001 and in 2009 accepted an invitation to join St. James's Place.
About
We pride ourselves on providing a personal, thorough & friendly service, which in turn gives our clients financial peace of mind. The level of satisfaction may be judged by the fact that many new clients come to us as a result of personal recommendation by existing clients.
We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.
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.
