Principal Partner Practice of St. James's Place Wealth Management
As the Managing Partner of Sovereign Wealth Private Clients there are two fundamental parts to my role. I oversee the effective running of the business keeping me involved at all levels together with my continued passion of providing Financial Planning solutions to my long term clients.
Having previously worked within the financial services sector for First Direct and Halifax I founded Sovereign Wealth Private Clients in Partnership with St. James's Place Wealth Management in 2007. This has enabled me to develop robust financial plans to help clients achieve their financial and lifestyle goals and offer a wide range of wealth management services of outstanding quality. This comes with the complete peace of mind, of the St. James's Place Wealth Management Guarantee.
The key areas of planning I personally deal with are:-
Taxation and Trusts*
Inheritance Tax Planning
Personal and Business Protection
*Please note that Trusts are not regulated by the Financial Conduct Authority
I believe that every client is individual, with very personal needs and requirements, and therefore tailor any recommendations appropriately to provide bespoke portfolio management solutions, working alongside clients' own solicitors and/or accountants where required. This has led to the development of a service charter so that clients can understand the experience they can expect as a Sovereign Wealth Private Client. The level of satisfaction may be judged by the fact that most new clients come to us as a result of personal recommendation by existing clients.
Beyond my work with individual clients I have also been involved with a number of projects to assist in corporate projects. In 2008 we were selected to provide advice to Freeman Grattan Holdings following a company restructure and continue to work with a number of individuals who require specialist advice. Since 2009 I have been one of the lead partners in a joint project between St. James's Place and the Royal Institution of Chartered Surveyors (RICS) working with RICS members at a local level to help develop successful wealth management strategies for individuals and their businesses. Following my efforts to provide the best service and expertise to clients I received an award from Lord Rothschild in 2012.
In 2014 I was awarded the top business in St. James’s Place Wealth Management for 2013 at the O2 Arena by former South African President FW De Klerk.
This award was repeated in 2014 and again in 2016 which is a testament to the hard work of our advice and back office team, along with the support of our clients and professional connections.
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.