Russell Greer
I believe that it is vital to meet with my clients on a regular basis and to establish a good trusting relationship with them, as an ever-moving world means that my clients’ financial needs are forever changing.
About
Originally from Scotland, Russell has been in London since 1996, initially working in the Cabinet Office for the Deputy Prime Minister at the time, Michael Heseltine, before seeing the light of Financial Services. Russell has over 20 years’ experience in the industry and joined St. James's Place Wealth Management (then known as The J. Rothschild Partnership) in September 1999. He obtained the prestigious qualification of Chartered Financial Planner in 2015 and the even more prestigious and universally recognised title of Fellow in 2017. Making him one of a few who hold this title and qualification.
Russell has built up an expertise in all aspects of financial planning, working with both individuals and companies on a holistic basis, helping them meet their individual requirements whatever they might be.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
