Yannick Le Touze
APFS
I have been a financial adviser since 2008, having previously worked as an engineer in the automotive industry. I changed career in 2007 and requalified to fulfil my personal interest in investing; little did I know then it was at the dawn of the credit crunch!
My areas of interest are retirement planning, pre and post retirement planning and inheritance tax planning. I qualified as a Charter Financial Planner from the Chartered Insurance Institute in 2017 which was the culmination of three years of study whilst advising.
My client base is very diverse ranging from young professionals starting their financial planning journey to much older clients completing theirs.
I believe the key to being a good adviser is having a high level of technical knowledge and to have the ability to listen and connect with what really matters to my clients.
My spare time tends to revolve around my family. I am married, father of 3. I have a particular interest in fitness and nutrition. I am keen cyclist and runner; I also enjoy fishing and Go Karting.
Testimonials
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.
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.
