Principal Partner Practice of St. James's Place Wealth Management
As an Adviser for Sovereign Wealth Private Clients, I am responsible for meeting with clients and providing wealth management advice to both individuals and businesses. Our aim is to help identify your financial priorities and objectives, and then develop a strategy to achieve these goals within your desired time scales. Once this plan is in place we are committed to giving a bespoke personal service tailored to your specific needs with a focus on building a long-term relationship. From the moment that you decide to become a client, we aim to demonstrate the value of this relationship through the service that we deliver to you on an ongoing basis.
Having been in the Financial Services industry for over 18 years I have built up an exceptional knowledge allowing me to advise Sovereign Wealth clients on a wide range of wealth management products to suit their needs. Sovereign Wealth Private Clients ensures that the needs of our clients are met promptly and effectively. As well as my own experience and knowledge, we can call on any number of specialists either within St. James’s Place Wealth Management or from a carefully selected number of industry experts or providers. We frequently work alongside clients own solicitors and/or accountants and in this way an appropriate solution can be found for any given situation. Financial planning can be complex at times and our aim at Sovereign Wealth Private Clients is to present the necessary information to each client in a clear manner to ensure that each aspect can be understood.
This website outlines our wealth management services and expertise which we hope you will find informative. We very much look forward to building a professional and valuable relationship with you in the future.
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.