Senior Partner Practice of St. James's Place Wealth Management
Peter Halford - Senior Wealth Management Consultant
Peter Halford joined St. James's Place in 1994. Since then he has tended to specialise in the high net worth private client area maintaining very long-standing business relationships and growing new ones. Peter has operated a referral based business all his working life. In the middle of 2018, as part of his and Caroline’s long-term strategy, he merged his practice into RBA Wealth Management Ltd who he has known for the last 25 years as colleagues and friends within St. James's Place. He is looking to maintain continuity for his clients going forward with people that he trusts implicitly to manage both his family’s money and that of his clients over the next 5/10/15 and 20 years if possible. Peter is looking to build on their depth of practice, breadth of expertise and to achieve some economies of scale. While at the same time stepping back a little bit from the more humdrum aspects of running a business and to spend more time doing what he likes best which is listening to people explain to him what’s important about money and what their objectives are and how they would like to achieve those.
When not working Peter is an avid fan of the great outdoors, family life, time with friends and more recently motorhomeing with his wife Caroline.
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.
RBA Wealth Management Ltd is registered in England and Wales, Number 06533050. Registered Office: Charles House, 23 High Street, Uttoxeter, Staffordshire, ST14 7HN.