Steven James
Steve began his career in retail banking 35 years ago. During that time, he did almost every job you can imagine, before becoming Area Director for Mortgages in Kensington and Chelsea.
From there he joined Linden House, a part of St. James's Place Acquisition Services, where he provided advice on retirement planning and investment planning, working alongside HJP. He moved back across to HJP in 2023.
He has been married for over 30 years, having met his wife during his time in banking. They live in West Sussex and have three children and one dog. In his spare time, he enjoys walking the dog, running (not fast), spending time with his family and going on holiday.
About
60 second interview: Steve James
Tell me about your job?
I’ve been a financial adviser for the last six years, and provide advice on investment planning, protection and retirement planning.
What is a typical day like?
Coffee, lots of, followed by talking to clients and finding solutions for their dreams or indeed protecting their dreams. A lot of my day is spent talking.
How do you think you add value for your clients?
Getting to know my clients and understanding what their world looks like financially. Also, helping clients when life does not go the way they planned.
How long have you been doing this job?
I started in banking over 26 years ago and joined SJP Acquisition Services nearly six years ago before moving to HJP in 2023.
What’s the best thing about your job?
Meeting new people, helping people achieve their goals.
Tell me something about your personal life.
I have been married for 29 years, three children, and one dog. Live in Sutton.
What are your interests outside of work?
Walking the dog, running (not fast), spending time with the family and trying to book holidays.
If you didn’t work in wealth management, where do you think you would work?
I would have joined the Royal Navy or been a graphic designer!
What does your ideal day off look like?
Walk the dog, and pack for a holiday and avoiding as much DIY as possible.
Testimonials
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.
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