Principal Partner Practice of St. James's Place Wealth Management
Prior to joining St. James Place, I had a very successful career within the financial services sector, having previously worked for HSBC for over 20 years.
I have provided full holistic financial planning across a broad sector for high net worth clients, professionals, retirees and corporates.
My advice covers all areas of wealth management including retirement planning, inheritance tax planning and investment planning.
As a wealth management consultant of Sovereign Wealth Private Clients, my emphasis is on building and maintaining long terms relationships with my clients, and to provide them with trusted advice over many years.
After accepting the invitation to join the prestigious St. James's Place Wealth Management through Sovereign Wealth, it has increased my ability to help achieve my clients’ goals, and offer a wider range of wealth management services of outstanding quality.
Contact Steve Sorensen - Wealth Management Consultant
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.