Principal Partner Practice of St. James's Place Wealth Management
I have enjoyed a highly successful career within the Banking sector for over 30 years incorporating personal financial advice and advice to businesses. As a Wealth Management Consultant at St. James's Place, my emphasis is on forging and maintaining long term relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. I am a firm believer in good solid face to face advice which I feel is paramount to my clients. More importantly I am keen on ensuring my clients receive regular service reviews and are kept up to date at all times with regard to their portfolio, this I feel is important as many organisations do not now offer this service.
My focus is on ensuring that my client's needs are at the heart of everything I undertake and I was delighted to accept an invitation to join Sovereign Wealth LLP, Principal Partner Practice of St. James's Place Wealth Management.
All of this comes with the complete peace of mind of the St. James's Place Wealth Management guarantee.
As well as my own experience and knowledge, I can call on any number of specialists either within the Partnership or from industry experts to ensure an appropriate solution can be found.
Please feel free to get in touch should you wish to discuss any aspect of financial planning.
The value of an investment with St. James's Place will be directly linked to the performance of the funds and the value can therefore go down as well as up. You may get back less than you invested.
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.
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Sovereign Wealth Private Clients is a trading name of Sovereign Wealth LLP. Sovereign Wealth LLP is a Limited Liability Partnership registered in England and Wales, Number OC350767. Registered Office: Building 1265 The Octagon, Century Way, Thorpe Park, Leeds, LS15 8ZB. View the Members of Sovereign Wealth LLP.