Mark Jeffries
Banbury Office
A Partner of the Swann Financial Practice since 2007.
About
Mark provides broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Mark’s advice covers all areas of wealth management including, Wealth Preservation, Inheritance Tax Planning, Onshore & Offshore Investment Planning, Portfolio Management Services and Wealth Protection.
His emphasis is on maintaining a long-term relationship with his clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
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.
