Principal Partner Practice of St. James's Place Wealth Management
I joined Sovereign Wealth Private Clients, a Principal Partner Practice of the distinguished St James’s Place Wealth Management, having worked in the financial services’ industry for over 25 years.
The knowledge and experience I have acquired over the years enables me to provide a wide ranging spectrum of wealth management solutions to meet the specific needs of each individual, family, Trust* or business I assist. I pride myself on providing a reliable, first-class service; the trust placed in me by my clients is highly valued and treated with respect.
As a St James’s Place client myself, I took the decision to change my career path and join St James’s Place as a Wealth Management Consultant. I have personally experienced first-hand the intrinsic desire within the organisation to ensure that the clients’ best interests are always kept very much in focus, and that the advice and service provided is exemplary.
Add to this the strength of a major FTSE 100 wealth management organisation, providing robust support based on a well established infrastructure, I am confident and delighted to share this experience with my clients; assured in the knowledge that I can continue to deliver the first-class advice and superior service they deserve.
As well as my own expertise, I can call on any number of specialists within St James’s Place or from a carefully selected number of industry experts or providers, and frequently work alongside clients’ own solicitors and accountants to find appropriate solutions for any given situation.
Financial planning can be complex, and my aim is to present the necessary information to each client in a clear, concise manner, to ensure that each aspect can be understood.
Once a way forward has been agreed, I am totally committed to providing a bespoke personal service tailored to your specific needs, with a focus on building long-term relationships for life. From the moment you decide to become a client, I aim to demonstrate the value of this relationship through the service I deliver on an ongoing basis.
*Trusts are not regulated by the Financial Conduct Authority.
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.