Principal Partner Practice of St. James's Place Wealth Management
My aim is to identify my clients’ financial priorities and objectives, and subsequently develop a strategy with an aim to achieve these goals within their desired timescales. No two clients are the same, therefore, I tailor my advice to ensure that it suits the individuals’ needs and circumstances.
Following completion of my degree, I became interested in the Financial Services Sector, which led me to Sovereign Wealth Private Clients, a Principal Partner Practice of St. James’s Place Wealth Management.
At Sovereign Wealth Private Clients, clients are put firmly at the heart of everything we do.
My services include:
Protecting You and Your Estate
As well as my own experience and knowledge, 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.
It is important to me to build long standing relationships with my clients through personalised face to face advice and regular review meetings.
When I am not working I enjoy travelling, keeping fit, and getting involved in various sports such as squash.
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.