Principal Partner Practice of St. James's Place Wealth Management
As an adviser for Sovereign Wealth Private Clients I enjoy providing wealth management advice to both individuals and businesses. My aim is to help identify your financial priorities and objectives, and then develop a bespoke strategy to achieve these goals. By being there to then assist as circumstances change over time I hope to provide peace of mind for my clients.
Having been in the Financial Services industry for over 11 years I have built up a wide ranging knowledge enabling me to advise my clients on products best suited to meet their needs. I am an accredited member of the Society of Later Life Advisers (SOLLA) which qualifies me to advise on sensitive issues such as care fees planning.
In addition to my own experience and knowledge I can call upon other specialists either within St. James’s Place Wealth Management or from carefully selected industry experts or providers. I also frequently work alongside clients’ own solicitors and accountants to maximise the benefits to be gained from their professional advisers.
Contact Rosemary Lakin - Wealth Management Consultant
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.