Chris Cassidy

BA (Hons) Dip PFS Chartered, ALIBF

Based in Glasgow, I provide wealth management advice to clients throughout Scotland and throughout the UK.

About

I am Chartered Associate of the London Institute of Banking and Finance. Having gained the diploma in regulated financial planning, I wanted to take my learning and development to the next level which will be of benefit to my clients and professional connections.

Furthermore, I have an honours degree in Marketing from Strathclyde Business School and a diploma in business advice, equipping me well to deal with a variety of business owner clients.

Away from work, I enjoy spending time with my family and keeping fit by playing football and undertaking fitness related challenges.

My aim is to build relationships with likeminded people and support them with their financial affairs, now and moving forward.

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.

Seven Wealth is a trading name of Seven Wealth Ltd. Seven Wealth Ltd is registered in Scotland, Number SC685314. Registered Office: 112a Cumbernauld Road, Muirhead, Glasgow, G69 9AA.