Principal Partner Practice of St. James's Place Wealth Management
As a Wealth Management Consultant of Sovereign Wealth Private Clients, I am committed to providing a bespoke personal service, tailored to the needs of each individual client or business that I work with.
I specialise in offering expert advice in:
Inheritance Tax planning
Personal & Business protection
Recommendations are made following face to face discussions with clients to develop a strategy to achieve your financial planning goals within your desired timescales.
From the moment that you decide to become a client, my aim is to demonstrate the value of this relationship on an ongoing basis through a process of regular review of your plans and objectives, with a focus on building a long-term relationship.
The level of client satisfaction may be judged by the fact that most new clients are introduced to me as a result of personal recommendation by existing 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. I frequently work alongside clients own solicitors and/or accountants and 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.
The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.
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.