Wayne Hall
Dip CII
Wayne Hall is the Founder and Principal of Carter Lane Financial Management, established in 2014.
About
Working within the financial services sector since 2007, he is an experienced adviser who can deliver financial advice on all areas including investment & retirement planning and inheritance tax planning. Prior to being invited to join the prestigious St. James's Place Partnership, Wayne had a successful career working for Santander and The Co-operative Bank.
He places an emphasis on his development and prides himself on building and maintaining long-term relationships with his clients. His aim is to identify financial priorities and objectives to then develop a strategy to help achieve these.
Wayne has 2 young daughters and if he has any spare time you will find him with his family enjoying quality time together. On occasion Wayne will squeeze in a couple of rounds of golf, between also studying towards qualifying as Chartered.
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.
