Principal Partner Practice of St. James's Place Wealth Management
I have worked in the financial services industry for nearly nine years in various roles. Prior to joining Sovereign Wealth Private Clients, I spent six years at the head office of St. James's Place Wealth Management in Cirencester, where I performed managerial and latterly consultant roles helping sole trader and limited companies. I was delighted to be appointed as a Wealth Management Consultant for Sovereign Wealth Private Clients.
I am proud to provide both my corporate and private clients with bespoke, face-to-face advice which also has the backing of a FTSE 100 company through the St. James's Place guarantee.
I specialise in offering:
Personal Cash Flow Planning and Analysis
Corporate and Personal Investment Planning
Personal and Business Protection
Estate Planning and Inheritance Tax Mitigation
As well as my own experience and knowledge, I have excellent relationships with a number of specialists from my time at St. James's Place Wealth Management, as well as a network of carefully selected industry experts and providers. I frequently work alongside clients’ own solicitors and/or accountants to ensure an appropriate solution for any situation is provided.
Financial planning can be complex at times, therefore our aim at Sovereign Wealth Private Clients is to present the necessary information to each client in a clear and concise manner to ensure that every aspect is understood. This, coupled with the desire to build and maintain ongoing relationships, reinforces the commitment we have to intergenerational financial planning for families and businesses.
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.