Justin Heap

Justin has a wealth of experience supporting clients to help achieve their financial goals. After working as an Independent Financial Adviser, he joined St. James’s Place Wealth Management in 2010 and formed his own Practice in 2014. He then founded Swiftsure Wealth Management in 2016. Justin achieved Chartered Financial Planner status in 2017, demonstrating that his financial planning advice is of the highest industry standard. His status also reflects the breadth and depth of his knowledge and experience, combined with a drive and passion to achieve the maximum for his many loyal and long-term clients. He does this by working closely with them, with regular face-to-face meetings, to plan and review the best possible long-term strategies. Before his move into financial advice and planning, Justin had a very different career. After graduating from Southampton University in 1996, he completed officer training at Britannia Royal Naval College in Dartmouth. After spending time as a commissioned officer in the Surface Fleet in the UK, Mediterranean and Gulf, Justin specialised in submarine warfare. Following a deployment east of Suez, after the events of September 2001, he decided to retire from the Royal Navy and pursue a career in finance. Outside of the office, Justin still enjoys the sea. He’s skippered two trans-Atlantic crossings and has competed internationally whilst sailing yachts alongside several UK Olympic Medallists. Justin also enjoys motor racing and is currently competing in Caterham events across the country. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx