At work
Jim has over 30 years experience working in the financial services industry. He has absolute belief that joined up financial planning will deliver a vision of ‘being the most trusted provider of financial advice’.
Our team
Our people are central to everything we do. With a wide range of specialist expertise, they’re committed to delivering the best possible service for our clients.
Fancy tea and biscuits? It’s on us
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Caldecotte
Milton Keynes
MK7 8NL
Approver: Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 05/04/2023
Scottsdale Lifetime Partners is a trading style of Lifetime Wealth Management an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703 and 440718.
Registered address: 12 – 14 Upper Marlborough Road, St. Albans, England, AL1 3UR
Scottsdale Lifetime Partners, a trading style of Lifetime Wealth Management Limited is registered in England and Wales. Company number 04631136. Registered address: 12 – 14 Upper Marlborough Road, St. Albans, AL1 3UR
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.