Jason Tyler Financial Planning

Associate Partner Practice of St. James's Place Wealth Management

Rob Harris, Business Development Manager

Rob is employed by St. James's Place and works with Jason Tyler Financial Planning as a Business Consultant. He has many years of experience in developing Wealth Management Businesses and his wisdom has therefore proven to be extremely beneficial through the strategies I adopt to service my clients. I have known Rob both personally and professionally for over twelve years and I value greatly his professional expertise.
Together we consistently review all aspects of my business including the following:

  • Client Servicing Programmes
  • Staff Development
  • Infrastructure Development
  • Client Acquisition Strategies
  • The development of my relationship with existing clients through ongoing reviews and initiations to a variety of Wealth Management Events.