Principal Partner Practice of St. James's Place Wealth Management
After 17 highly successful years at the Halifax, where I performed the roles of Adviser, Senior Adviser and Area Manager, I was delighted to accept the invitation to join the St. James's Place Wealth Management, via Sovereign Wealth Private Clients. It was an opportunity too good to turn down, due to the prestigious nature of the company and has enabled me to meet more of my clients’ needs by offering a wide range of wealth management products of undoubted quality.
I have extensive experience of the Financial Services industry having also worked for HSBC, the Woolwich and Prudential , prior to joining the Halifax. 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 specialise in offering expert advice in:
Investment Planning and Regular Savings
Inheritance Tax Planning
The level of satisfaction may be judged by the fact that most new clients come to me as a result of personal recommendation by existing clients.
I treat all my clients as individuals and realise that no two clients are the same. Therefore, all my recommendations are tailored 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.