Principal Partner Practice of St. James's Place Wealth Management
Having worked within the financial services industry since 1997 and attaining Chartered financial planner status my aim is to help clients identify their financial priorities and objectives and then develop a strategy to help achieve these goals.
Every clients’ needs and financial plans are personal to them and each have individual and specific requirements and financial goals. The service I provide is therefore bespoke to each individual client.
My focus is on building and maintaining a long term relationship and providing my clients and their families with a source of trusted advice as their financial needs evolve over the years. From the moment that you decide to become a client, I aim to demonstrate the value of this relationship through the service that we deliver to you on an ongoing basis.
As well as my own experience and knowledge, I can call on any number of specialists either within St. James’s Place Wealth Management or from a carefully selected number of industry experts or providers.
Financial planning can be complex at times and our aim at Sovereign Wealth Private Clients is to present the necessary information to each client in a clear manner, to ensure that each aspect can be understood.
I offer a personal bespoke service, specialising in providing expert advice in:
Protection Planning - to help you and your family avoid financial hardship if you were to suffer long-term incapacity or die whilst others are financially dependent on you
Retirement Planning - so that you can enjoy the lifestyle you have worked towards
Savings and Investment Planning - to help you to build wealth in a flexible, tax-efficient way
Estate Planning - to minimise Inheritance Tax so that, in due course, your family receive as much of your wealth as possible, without compromising your own standard of living.
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.
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.