MY APPROACH
I have enjoyed working in the financial services industry for over 20 years.
I am particularly proud, that since joining Sovereign Wealth 5 years ago, I have been awarded the prestigious title of Chartered Financial Planner by the Chartered Insurance Institute (CII) and become a fellow of the Personal Finance Society (PFS). This has qualified me to work as a pension specialist, able to advise on all aspects of retirement planning, as well as other key aspects of financial planning.
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.