I have worked in the financial services industry all my working life. During this time, I have held many roles including Branch Manager at Colne & Harrogate, and Regional Manager for the North West (both for Skipton Building Society). My last employed role was Financial Planning Manager at the Cooperative Bank’s flagship branch, Balloon Street, Manchester. I founded Schofield & Associates Financial Planning Ltd in 2013 and I’m incredibly proud of our continued growth and consistent success. I am passionate about helping my clients and pride myself on the quality and holistic nature of my advice, and I always go the extra mile service wise.
I am qualified to Chartered Associate level and I have a real desire and ability to provide personalised, unrivalled customer service and advice to my clients- whether personal or corporate.
Outside of work I am married to Caroline and have 5 Sons who keep me busy!
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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.