Principal Partner Practice of St. James's Place Wealth Management
After almost 13 extremely successful years at the Halifax, where I performed various roles including Financial Adviser, Senior Adviser and Branch Manager, I was delighted to join the St. James's Place Wealth Management via Sovereign Wealth Private Clients. The prestigious nature, reputation and brand of the company and has enabled me to meet more of my clients’ needs by offering a wider range of wealth management products to provide solutions to their individual needs and goals.
Throughout my career I have built up valuable experience of the Financial Services industry, therefore I am able to offer a personal bespoke service having identified your financial priorities and objectives. I strongly believe that face to face advice is the most beneficial for clients and this is backed up by providing access to the excellent suite of St. James's Place products. I appreciate that Financial planning can be complex at times and you can rest assured that 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.
I specialise in offering expert advice in all of the following areas:
Investment planning and Regular Savings
Inheritance Tax Planning
I believe that providing excellence service to all of my clients is key to building long and trustworthy professional relationships. Once the plans are in place to meet your needs together we can agree a level of contact that your are comfortable with moving forward. All my recommendations are specific to meet the exact needs of the client. This is how I have managed to maintain long lasting relationships with a high volume of clients.
As well as my own experience and knowledge, I can call on any number of specialists either within the Partnership or from a carefully selected number of industry experts or providers. In this way an appropriate solution can be found for any given situation. This comes with the complete peace of mind, of the St. James's Place Wealth Management Guarantee.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.
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.
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.