Principal Partner Practice of St. James's Place Wealth Management
Matthew Worthington - Senior Wealth Management Consultant
Prior to being invited to join Sovereign Wealth Private Clients, I have worked for over 18 years as an adviser and as a consultant for a number of the UK's largest insurance and investment companies.
By joining Sovereign Wealth Private Clients, this has improved my ability to help my clients achieve their financial planning goals and to be able to offer a wide range of wealth management solutions of outstanding quality.
I specialise in offering expert advice in:
Inheritance Tax planning
Personal & Business protection
As a Wealth Management Consultant of Sovereign Wealth Private Clients, I am committed to providing a bespoke personal service, tailored to the needs of each individual client or business that I work with.
Recommendations are made following face to face discussions with clients to develop a strategy to achieve your financial planning goals within your desired timescales.
From the moment that you decide to become a client, my aim is to demonstrate the value of this relationship on an ongoing basis through a process of regular review of your plans and objectives, with a focus on building a long-term relationship.
The level of client satisfaction may be judged by the fact that most new clients are introduced to me as a result of personal recommendation by existing clients.
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. I frequently work alongside clients own solicitors and/or accountants and in this way, an appropriate solution can be found for any given situation. This comes with the complete peace of mind, of the St. James's Place Wealth Management Guarantee.
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.