Courtney Rae
Courtney has over 15 years of experience in the financial services industry, including a career with Lloyds Bank within the banking sector, followed by eight years as a Financial Adviser, in which he provides holistic financial advice. He is dedicated to building strong client relationships by gaining a deep understanding of their goals and aspirations, and delivering tailored financial plans designed to help achieve them.
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.
