James Morton

Background

About James Morton

I have over 11 years' experience in the financial services sector and I’m currently working at Emerald Associates under the St. James’s Place banner. Our goal is to provide clients with a superior service that empowers them to make the best financial decisions for now and in the future. The areas I specialise in are- Financial planning for your family's future- Investment and pension advice- Tax planning to mitigate IHT / CGT- Growing wealth- Business owner pension schemes and key person cover- Life insurance and illness coverThe value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. 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 The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 1/6/2023