Ivan Edgar
DipPFS
Ivan Edgar has enjoyed a successful career within the financial services sector for the past 34 years. In 2000 he accepted an invitation to join St. James's Place, giving him access to the distinctive investment approach and what he believes is the superior client care that St. James's Place has to offer.
Specialisms:
About
Ivan Edgar Wealth Management Ltd is now a Senior Partner Practice and Ivan's core beliefs are to provide quality advice and excellent personal service. He is passionate about client service and the development of long-term relationships based on mutual trust, discretion and respect.
Ivan has extensive experience of advising a variety of clients including entrepreneurs, senior executives, trustees and those from the professions. Ivan is a charismatic individual who is known for creative and innovative thinking when it comes to financial planning solutions and importantly can bring simplicity to even the most complex situation”.
He makes the following commitment to you:
- You will always receive a friendly, courteous and responsive service.
- He will act with integrity, honesty and openness in everything we do for and with you.
- He will absolutely respect the confidentiality of our working relationship.
- He will expect to develop a long-term partnership with you, to help you to achieve your stated goals in the time-frames you require.
- He will meet the deadlines we set. Where circumstances may be outside our control, we will let you know well in advance and state the amount of expected delay.
Testimonials
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.
