Principal Partner Practice of St. James's Place Wealth Management
I have enjoyed a successful career in financial services for over 25 years, working with both private and corporate clients and helping them to achieve their needs and goals.
I was recently proud to accept an opportunity to join Sovereign Wealth Private Clients, a Principal Partner Practice of St. James's Place Wealth Management. The prestigious nature of a top FTSE 100 company connected with its reputation will allow me to continue to meet more of my clients’ needs by offering a wider range of wealth management products.
I have worked with many prestigious companies within the UK including Eagle Star, Aviva and Legal and General and in the last 8 years with the Halifax as a Senior Adviser and Consultant. During this time I have always kept my knowledge and skills up to date in an ever changing financial world where legislation can sometimes become complicated and confusing to the general public.
I take great pride in giving face to face advice in a jargon free way that enables my clients to make their decisions knowing that they understand the courses of action being taken. Many financial institutions feel that the need for face to face advice has no future but I find that the desire for a client to have access to a friendly face has never been greater. This is borne out by the number of referrals I receive from my existing clients.
Many financial service providers in the UK work on the proviso that their job is done when completing business with a client but I am proud to say that Sovereign Wealth Private Clients take this as the beginning of a client relationship, not the end. My clients will have the comfort of knowing that I am always available for their needs as well as having regular reviews to ensure that any advice taken is still relevant.
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.
This also comes with the complete peace of mind, of the St. James's Place Wealth Management GUARANTEE.
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.