Edward Surguy
I started my career in the city, involved in foreign exchange before moving on to run my own family SME business within a service industry, which I managed successfully for 19 years before joining St. James's Place in 2012. More recently, I am delighted to have been asked to become an equity partner within Deben Private Wealth and will continue to advise both private and corporate clients on the following:
- Pre- and post-retirement planning
- Investment planning; building, preserving and protecting capital
- Estate planning / inheritance tax mitigation/ trusts*/ trustee investments
I live in Coggeshall, Essex with my wife Olivia and two sons and enjoy hockey, cricket and tennis.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Trusts are not regulated by the Financial Conduct Authority.
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.
