Cliff Gillis
DipPFS, Cert CII(MP)
I am based in Glasgow, however I work throughout the UK with private clients and business owners, typically giving advice in relation to investment planning, retirement planning, inheritance tax planning, mortgages and protection.
I have worked in financial services since 2007, previously helping individuals with their mortgage & protection planning needs. As a result, I have established many working relationships in the financial sector during this time.
Your home may be repossessed if you do not keep up repayments on your mortgage.
About
I am committed to ensuring my industry knowledge remains relevant and current by placing a strong emphasis on my own personal development. This, along with the dedication to developing solid personal relationships with clients, ensures that I am able to offer a robust and professional service.
In line with my professional background, I have focused on developing my specialist knowledge and keeping up to date with relevant legislation and tax law. As a representative of St. James's Place, my clients have access to a wide range of services and I see my approach as one of problem-solving rather than product-selling.
Outside of work, my wife and I enjoy spending time with our son who keeps us on our toes! I am also a keen golfer and play ice hockey for a local recreational team
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.
