Principal Partner Practice of St. James's Place Wealth Management
As a Wealth Management Consultant with Sovereign Wealth Private Clients, I am responsible for meeting with clients and providing wealth management advice for individuals and businesses. My aim is to identify your financial needs and priorities and develop a strategy to help you achieve these goals within your desired timeframes.
At Sovereign Wealth Private Clients we build strong relationships on main key areas:
Providing personal face-to-face financial advice
Providing you with the opportunity to review your financial affairs regulary
Effective investment planning
Ensuring that our correspondence and literature is clear and easy to understand
Listening to your feedback
Ensuring that our dealings with you are sensitive to your needs
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.