Hello there, I’m Mark Pritchard-Jeffs, Chartered Financial Planner, ex-independent financial adviser and recently retired Senior Partner of The St. James’s Place Partnership.
With over 32 years of professional financial services and business development experience behind me, I now provide coaching and mentoring services to forward-thinking St. James’s Place Partners – ambitious individuals and practices who want to enhance the scope, value and profitability of the services they provide to their clients.
I can help you embed a value-adding Voyant-based financial planning service and the unique Hereditas-based legacy planning process into your St. James’s Place Client Service Charter – all based on a premium rate Wealth Management Programme proposition.
Hereditas and Voyant system set-up, training and maintenance is included and all related client coaching materials are provided for use under licence. I am also available to attend client meetings and client coaching sessions on request.
If you are a St. James’s Place Partner wanting to develop deeper and more satisfying relationships with your clients and you want to build a more profitable, sustainable and value-adding St. James’s Place practice, then check out my Pritchard-Jeffs TV YouTube channel to find out more about me and my SJP Partner Development Programme or get in touch to arrange a free “taster” session.