Amer Nazir
BA Hons, DipPFS
I look after a wide variety of private clients, ranging from young families to high-net-worth professionals, business owners and charities. I take pride in being personal, attentive and feel it is vital establishing meaningful relationships with clients and their families. I am an advocate of bringing clarity to what often can be complex financial planning, without the use of jargons.
About
I have many years of experience creating strategies for clients, helping them align their finances to their goals and ambitions. I particularly, specialise in retirement planning through reviewing existing pension provision ensuring they remain suitable for the longer term. Retirement desires and individual circumstances are ever evolving, therefore the close relationship with clients allows me to develop strategies and plans that remain relevant and flexible.
I strive to continue my professional development and am currently working towards my Chartered adviser status.
Outside of the working world, I am an avid cricketer having played county cricket through the grass root levels and now captain the 1XI at my local club in the Surrey League on a Saturday. I also take keen interest in food and travelling, when I can find the time.
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.
