Laird Ward
FCA
I have led the practice since its establishment in early 2013. Before joining St. James's Place I spent 10 years in investment banking and originally qualified as a Chartered Accountant in 2000.
About
I have built a Practice working with a wide range of clients from senior professionals in the ‘accumulating phase’ who need advice on how to prepare for retirement to those in the ‘accumulated phase’ who need advice on investing for income and estate planning. We cover all aspects of financial planning with a particular focus on positioning clients according to their risk tolerance and the opportunities presented by markets.
Outside of work I enjoy spending time with my family and being physically active.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.
