FINANCE | FINANCIAL ADVISORS
ST. JAMES’S PLACE WEALTH MANAGEMENT MARK BARCLAY ABOUT ME Mark Barclay was invited to become a Partner of St. James’s Place Wealth Management in January 2010. Prior to this, Mark spent more than seven years at Lloyds bank gaining wide experience of financial services and private banking. Making clients’ money work better for them and their loved ones now lies at the heart of his successful Wealth Planning Practice. Mark’s financial planning services are offered through the prestigious St. James’s Place Wealth Management. This association offers him security and a high degree of choice and flexibility for providing clients with professional, expert advice regarding their financial goals. Mark’s Practice places a continual emphasis on building and maintaining trusted long-term relationships with clients via regular contact and a true understanding of individual financial situations.
ABOUT THE COMPANY St. James’s Place Wealth Management is a FTSE 250 company with over £40bn of client funds under management. As a partner of St. James’s Place Welath Management, Mark’s Practice has access to a wide variety of products and services in order to offer clients the best possible choice for their financial requirements. From his base in Oxford, Mark provides financial advice to clients across Oxfordshire and neighbouring counties. Services include: Investment planning; Retirement Planning; Onshore and Offshore Investments; Inheritance Tax Planning; Trustee Investments; Protection planning (Life, Critical Illness, Income). Mark Barclay 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 title ‘Partner’ are marketing terms used to describe St. James’s Place representatives.
CONTACTS C A T W
64 | WHO’S WHO 2014
Mark Barclay, Partner - mark.barclay@sjpp.co.uk 27 Jack Straws Lane, Oxford, OX3 0DL +44 (0)1865 793 121 www.mbarclay.co.uk www.linkedin.com/pub/mark-barclay/19/70/970