Principal Partner Practice of St. James's Place Wealth Management
Marie Thorley - Senior Wealth Management Consultant
I have enjoyed a successful career in financial services for over 20 years, during which time I have built a reputation on helping my clients achieve their goals and aspirations. Accepting an invitation to join the prestigious St. James's Wealth Management has increased my ability to meet my clients needs and has opened the door to an award winning company and backup services.
I offer a personal bespoke service, specialising in providing expert advice in:
Protection Planning - to help you and your family avoid financial hardship if you were to suffer long-term incapacity or die whilst others are financially dependent on you
Estate Planning - to minimise Inheritance Tax so that, in due course, your family receive as much of your wealth as possible, without compromising your own standard of living.
As well as my own experience and knowledge, I can call on any number of specialists either within the Partnership or from a carefully selected number of industry experts or providers. In this way an appropriate solution can be found for any given situation.
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 levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
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.