John Searle
APFS
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
About
Before establishing Searle Wealth Management Limited, I advised for 11 years within another St. James's Place Practice. Prior to that, I spent 17 years working at Lloyds Banking Group where I discovered I had a passion for providing financial advice and protecting individuals’ wealth.
Fundamentally, I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive comprehensive and appropriate advice at all times. In line with my professional background, I am focused on developing specialist knowledge and am now fully qualified as an Estate Planning Partner.
Outside of my business, I am a keen golfer and enjoy many outdoors’ activities.
Charity is also important to me and I regularly participate in funding raising golf events and other challenges associated with the St. James's Place Charitable Foundation.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
