Stephen Mottram
BA(Hons), DipPFS
I have over 20 years experience in the financial services industry and since accepting an invitation to join St. James's Place in 2014 have built a Practice based on developing long-term trusted relationships with my clients and with other professionals.
I have been a fully accredited member of the Society of Later Life Advisers (SOLLA) since 2013 and hold the Later Life Accreditation (LLA), the only kite mark of its kind in the industry, which gives me independent recognition of the knowledge and skills needed to deal with the complexities that surround care.
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.
