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Wealth Management in Hertfordshire

WELCOME

A bespoke and personal service, tailored to your specific needs.

Having been in the Financial Services industry for many years I have built up an exceptional knowledge that allows me to advise you on a wide range of wealth management products to suit your needs.

 

Chartered Financial Planner

I am also a Chartered Financial Planner, having been successfully awarded this prestigious title in 2015 by the Chartered Insurance Institute (CII).

Chartered Status is the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor’s degree. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.
 
 
My Approach

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Get in touch.

You can call direct on 07990 555 438  or fill in the contact form and we’ll be in touch.

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ABOUT SOVEREIGN WEALTH

A leading Wealth Management and Financial Planning organisation with over 50 Advisers across the UK helping over 10,000 clients and managing over £2 billion of funds.

SJP Approved on xx/xx/xxxx

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Sovereign Wealth Limited 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. Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.