Dominic Batty
CeFA, CeMAP, DipFA
I live in Salisbury, and this is where we base the business, although in the modern world, we are not limited to providing advice within a stone’s throw of the office, given the excellent advances in modern communication, which we embrace. We provide advice to our clients, that are spread across the UK as well as locally in the south.
I have been with St. James's Place since 2012, setting up my business in 2022, and prior to this I have worked in various banks and building societies, as well as working with a large UK based insurer and SIPP provider prior to this.
About
My business provides financial advice to busy people, who typically have high earnings, excess capital, tax issues, with often complex planning needs. But they have little free time, or the specific expertise or desire to manage their finances at the level needed to effective. What sets us apart is the level of detail that we take in understanding you, your family, and your businesses financial situation, alongside the detail we put into creating your financial plan, and the detail we put into stress testing and regularly reviewing that plan. We achieve this through our use of market leading forecasting software to ensure you get the advice you should have and the detail that is needed to be accurate and effective, in formulating measured and targeted financial plan.
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.
