Principal Partner Practice of St. James's Place Wealth Management
Having been in the financial services industry for 15 years I have built up great relationships with clients and other industry specialists.
I was delighted to join St. James's Place Wealth Management and become an adviser for Sovereign Wealth Private Clients. The prestigious nature, reputation and brand of St. James's Place has enabled me to meet more of my clients’ needs by offering a wider range of wealth management products to provide solutions to their individual needs and goals.
Here at Sovereign Wealth my aim is to deliver a personalised Wealth Management service to individuals and businesses, helping them to achieve their personal and financial goals.
I can call on any number of specialists either within the Partnership or from a carefully selected number of industry experts or providers. In this way an appropriate solution can be found for any given situation. This comes with the complete peace of mind, of the St. James's Place Wealth Management advice Guarantee.
I have built my reputation on service and client relationships, which is central to what I do. I ensure that all recommendations are tailored to my client’s needs and that these areas of advice are regularly reviewed to consider any required changes.
I am proud to be member of the Chartered Institute of Insurance and hold the Diploma in Regulated Financial Planning enabling me to provide advice on investment planning, protection and retirement planning. I also hold the CII qualifications in Mortgage, Equity Release and Long-Term Care Planning advice.
My focus is to provide reliable, high quality and face to face advice that is designed to suit each client’s individual requirements. I always endeavour to provide the best possible outcome for each client’s financial well-being both for the present and their future.
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.