Partner Practice of
St. James's Place Wealth Management

Stephen Moy

Steve works at the St. James's Place head office and prior to joining St. James’s Place Steve was a Senior Sales Consultant for 14 years with Aegon / Scottish Life. His main area of specialism is Pensions and he has worked in pretty much all the areas of pension planning from large corporate clients to individual wealth planning clients.

He holds both Chartered and Fellowship status with the CII and some of the qualifications he has are G60, Advanced Pensions and Advanced Tax and Trusts. He has presented numerous subjects over the years and some of the topics covered are; Auto Enrolment, Estate Planning, Retirement Planning, Salary Sacrifice, RDR preparation and Building client service propositions.

Over the years Steve has always worked on the principle that if he doesn’t know the answer he will never guess and enjoy presenting and helping a wide range of Advisers / Partners.

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.