Frederick Ortiz
DipPFS
Meet Frederick, a dedicated pension enthusiast with a strong commitment to assisting others. His interests span from exhilarating hikes to ambitious climbing expeditions, including an upcoming quest to conquer Mount Kilimanjaro.
About
Beyond the thrill of adventure, he harbours a fervent aspiration to follow the F1 calendar across the globe for an entire year. Frederick's personal life is marked by a loving 18-year marriage to Sharon, with two children: Freddie, a 16-year-old lead guitarist, and Stella, a 14-year-old gymnast excelling at regional level with Crystal Palace gymnastics club.
Professionally, Frederick is diligently working towards obtaining Chartered Status while harbouring a special fondness for the enchanting landscapes of Scotland. In the coming year, he's set to embark on helicopter lessons.
When he's not busy with wealth management matters, you'll find him playing 9 ball American pool or striving to improve his golf handicap. His expertise lies in collaborating with his clients' professional Advisers, including solicitors and accountants, to provide the best possible solutions.
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.
