Principal Partner Practice of St. James's Place Wealth Management
Having worked in financial services for 5 years, I was delighted to accept my invitation to join the prestigious St. James's Place Wealth Management via Sovereign Wealth Private Clients.
As an adviser for Sovereign Wealth Private Clients, I am proud to provide both my corporate and private clients with bespoke, face-to-face advice which also has the backing of a FTSE 100 company through the St. James’s Place Guarantee.
I specialise in offering bespoke financial planning advice including:
Personal Cashflow Planning and Analysis
Corporate and Personal Investment Planning
Personal and Business Protection
Estate Planning and Inheritance Tax Mitigation
As well as my own experience and knowledge, I can call on any number of specialists either within St. James's Place Wealth Management 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.
Financial planning can be complex at times and 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.
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.