Principal Partner Practice of St. James's Place Wealth Management
I became a Chartered Wealth Manager for Sovereign Wealth in order to deliver a personalised Wealth Management service to individuals and businesses, helping them to achieve their personal and financial goals. I pride myself in understanding the needs of successful people, from a variety of backgrounds, to which I can offer a deep knowledge of investment planning, tax rules and wealth structuring. I build my reputation on service and client relationships, which is central to what I do.
I am committed to Continuous Professional Development having completed the QCF level four Diploma in Professional Financial Advice and the Private Client Investment Advice & Management qualification to achieve Chartered Wealth Management Status with the Chartered Institute of Securities and Investment (CISI).
Could you benefit from a second opinion?
I am committed to offering a model service where people go away empowered by knowledge to make the right decisions and gain the most from their hard earned savings.
I offer a no obligation initial consultation and if I cannot help you I will certainly point you in the right direction.
So if you need to talk to an expert team of individuals, you owe it to yourself and your family to get in touch.
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.