Rob Maddison-Joss is a Wealth Manager & Financial Adviser helping affluent clients address their biggest concerns: wealth enhancement & wealth preservation, mitigating taxes, taking care of their heirs, retirement planning & creating independence through financial security helping achieve the lifestyle they deserve.
Together with his team, he focuses on providing wealth & financial solutions to clients in the Yorkshire area. Rob is Principal of a Partner Practice of St. James's Place Wealth Management, a FTSE 100 company managing over £100.6bn of client assets. He uses a consultative process to gain a detailed understanding of his clients' deepest values and goals. Rob then employs customised recommendations designed to address each client's unique needs and goals beyond simply investments. Successful individuals and families work with Rob to:
Previously Rob spent nine years at Barclays Private Bank and seven years at Investec Wealth & Investment. Rob is a widely recognised leader in the Yorkshire wealth management community. 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
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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.