Principal Partner Practice of St. James's Place Wealth Management
As an experienced Financial Adviser I offer a service-driven financial planning relationship where the needs of my clients are paramount. My business revolves around the offering of, high quality, bespoke wealth management solutions that help to secure the financial wellbeing of my clients. This is achieved by building long lasting relationships, taking account of the financial challenges and concerns that occur throughout what are our ever-changing lives.
Having given qualified advice for the past 8 years I have a wealth of knowledge in offering financial planning solutions to individuals in areas such as retirement planning, estate planning and investment planning. Passionate about offering holistic service I can also give advice to businesses on areas such as auto enrolment and business protection.
I proudly accepted the invitation to join St. James’s Place Wealth Management via Sovereign Wealth Private Clients as it allows me to offer my clients a range of products and wealth management solutions of outstanding quality.
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 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.