Hall & Costello Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
Bobby joined Hall & Costello in October 2019, he was attracted by the company’s investment proposition, helping clients achieve their financial goals and building strong relationships.
He is a big advocate for everyone to have a financial adviser to help create a complete and bespoke investment plan, put in place suitable protection and provide support all year round for financial based queries.
Bobby has been involved in financial markets for 15 years, holding various senior positions within wealth management and financial institutions. He has a B.A. in Politics, Philosophy and Economics and holds the professional qualification Private Client Investment Advice and Management (Level 6) from CISI.
With his background, his expertise is risk and reward, minimising the first and maximising the latter.
In his spare time he is training for an IronMan with the help from his 3 dogs as running partners, plays a variety of sports and reading.
Contact Bobby Shirley - Wealth Management Consultant
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.
Hall & Costello Wealth Management Ltd is registered in England and Wales, Number 09010635. Registered Office: Suite 4, North Wing, Turkey Mill, Ashford Road, Maidstone, Kent, ME14 5PP.