Searle Wealth Management Ltd

John Searle

APFS

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.

About

Before establishing Searle Wealth Management Limited, I advised for 11 years within another St. James's Place Practice. Prior to that, I spent 17 years working at Lloyds Banking Group where I discovered I had a passion for providing financial advice and protecting individuals’ wealth.


Fundamentally, I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive comprehensive and appropriate advice at all times. In line with my professional background, I am focused on developing specialist knowledge and am now fully qualified as an Estate Planning Partner.


Outside of my business, I am a keen golfer and enjoy many outdoors’ activities.


Charity is also important to me and I regularly participate in funding raising golf events and other challenges associated with the St. James's Place Charitable Foundation.

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.
Financial-Planner-(CII)-Chartered-Gold.svg

Promotions

Item 1 of 4

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

SJPWM-Crop-Blue.svg

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 08/11/2022

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.

Searle Wealth Management Ltd is registered in England and Wales, Number 07559013. Registered Office: 2 Harmer Dell, Digswell, Welwyn , AL6 0BE.