Spencer Holliday

FPFS BA(hons), Cert CII(FS), ACIB

A Chartered Financial Planner and Fellow of the Personal Finance Society with over 30 years’ experience of helping clients.
Spencer is a retirement planning specialist and experienced in providing complete advice across all areas including investment, tax and protection planning.

E-Briefing Service

Location : Cheltenham

01242 350430

07896 020803

About

Spencer is an Economics graduate, Chartered Financial Planner and a Fellow of the Personal Financial Society. He has 30 years experience in Financial Services, working for HSBC for over 20 years, looking after both corporate and individual clients, before joining St. James's Place in 2015.

Spencer is very experienced and knowledgeable, and this is evident in the advice that he provides to his clients. He aims to provide simplistic solutions to otherwise complex circumstances and is approachable and friendly, taking pride in the service that he provides. In addition to his in-depth knowledge of investment, tax and protection planning, Spencer is a pension planning specialist helping client’s transition from work to retirement.

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.

Testimonials

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Spencer has always been 110% supportive and helped me through the complexities of investment. He always discusses our plans together. I would highly recommend Spencer to anyone. He is kind, patient and extremely knowledgeable.

Jan Flynn

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.

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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.