Principal Partner Practice of St. James's Place Wealth Management
As a Consultant of Sovereign Wealth Private Clients, I am responsible for meeting with clients and providing wealth management advice to both individuals and businesses. My aim is to help identify your financial priorities and objectives and then develop a strategy to achieve these goals within your desired timescales. Once this plan is in place I am committed to giving a bespoke personal service tailored to your specific needs, with a focus on building a long-term relationship. From the moment that you decide to become a client, I aim to demonstrate the value of this relationship through the service that I deliver to you on an ongoing basis.
Having been in the financial services industry for almost 11 years, I have built up an exceptional knowledge allowing me to advise Sovereign Wealth Private clients' clients on a wide range of wealth management products to suit their needs. Sovereign Wealth Private Clients ensures that the needs of our clients are met promptly and effectively. 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 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.