Principal Partner Practice of St. James's Place Wealth Management
I have enjoyed a highly successful career in the Financial Services Sector, with 18 years in Personal and latterly Corporate Banking Advisory roles. I was delighted to be invited to join the prestigious St. James Place Wealth Management through Sovereign Wealth Private Clients.
I specialise in offering expert advice in:
Corporate & Personal Investment Planning
Corporate Keyman and Share Protection Solutions
Individual & Group Pension arrangements
Estate Planning and Inheritance Tax Mitigation
I am renowned for giving a bespoke and personal service to all my Personal, Professional & Corporate clients. Recommendations are made on a face to face basis backed up by a detailed report summarising my findings and any appropriate recommendations.
In addition to my personal experience and knowledge, I am able to call on any number of specialists either within the Partnership or from a carefully selected number of industry experts or providers. I frequently work alongside clients own solicitors and / or accountants and 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 Place Wealth Management guarantee.
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.