Principal Partner Practice of St. James's Place Wealth Management
I joined Sovereign Wealth Private Clients, a Partner Practice of the prestigious St. James's Place Wealth Management after spending 18 years working in the financial services industry. Over this time, I have built up an exceptional knowledge allowing me to advise my clients, both individuals and businesses, on a wide range of wealth management products to suit their needs.
I took the decision to change my career path having been extremely impressed by the dynamic approach St. James's Place take which I truly believe differentiates them from the competition. Being able to work with a major FTSE 100 wealth management company provides the support and structure required to ensure my clients remain at the forefront of everything I do. This distinctive proposition therefore enables me to continue providing financial planning strategies and solutions to all my clients and in turn, allows me to continue delivering first class advice and superior ongoing service.
As well as my own experience and knowledge, I can call on any number of specialists within St. James's Place or from a carefully selected number of industry experts or providers and frequently work alongside clients' own solicitors & accountants to find appropriate solutions for any given situation.
Financial planning can be complex and my aim is to present the necessary information to each client in a clear manner, to ensure that each aspect can be understood.
Once a plan has been agreed, I am totally committed to providing a bespoke personal service tailored to your specific needs, with a focus on building long-term relationships for life. From the moment you decide to become a client, I aim to demonstrate the value of this relationship through the service I deliver on an ongoing basis.
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.