Principal Partner Practice of St. James's Place Wealth Management
As a Chartered Wealth Manager with 10 years industry experience, I provide my clients with individually tailored advice and solutions to meet their immediate and long term financial objectives. A strong banking pedigree, having worked for HSBC for 8 years, with the last 6 years based in Hong Kong looking after the high net worth expatriate market, I have a wealth of knowledge and expertise that I utilise to help shape my clients financial well-being.
My advice covers all areas of wealth management, from Pensions, ISAs, Onshore and Offshore Investment Portfolios, through to Inheritance Tax Planning and Protection, including Life Assurance, Critical Illness. and Income Replacement Protection.
Additionally I also advise businesses on areas such as Auto Enrolment, Business Protection and Exit/Succession planning*.
My passion is building lasting relationships with my clients to ensure that by working together we can meet their financial goals.
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 may go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
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.