Principal Partner Practice of St. James's Place Wealth Management
I am a senior wealth management consultant of Sovereign Wealth Private Clients and have over 25 years’ experience working with business owners, directors and professional individuals consulting on both personal and business financial challenges.
My aim is to provide a bespoke personalised service tailored to the client’s specific individual needs, in the desired timescales with a focus on building a long-term relationship.
I work mainly through personal recommendation from existing clients and introductions from other professional services.
I have a team of employees based within Halifax that enable me to provide a very personal and bespoke service.
There are many areas of financial planning on which I can assist, the personal aspects cover;
Inheritance Tax Planning
There are many opportunities I can look at to help businesses run more efficiently, these cover:
Business Profit Extraction
Business Liability Audit
Capital Gains Mitigation
Financial planning can be complex at times, therefore my aim as a Senior Consultant is to present the necessary information to each client in a clear manner in order to ensure that each aspect is understood. We frequently work alongside client’s own solicitors and/or accountants and in this way, an appropriate solution can be found for any given situation.
If you would be interested in discussing any of these aspects further, please do not hesitate to get in touch with me.
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.