Robert Boag
My goal is to help corporate and private clients to plan for and achieve a sustainable prosperous future. I feel a great weight of personal responsibility when dealing with my clients' finances, and receive immense personal satisfaction from seeing the results of their financial plans coming to fruition.
About
Robert says
‘Following in my father’s footsteps, I joined the family business in 1996 and became a Partner in 2001. Initially I focused entirely on Corporate Pension Planning and Employee Benefits markets which has always been a cornerstone of our business.
As time has passed, my focus has developed into dealing with the personal financial planning needs of business owners, Directors and now other personal clients too. I now split my time between both corporate advice and individual financial planning.
I take an active role in managing the business which gives me a personal insight into the challenges faced by company Directors when dealing with their own business affairs.’
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.
