How I Help

A plan to achieve your goals

I frequently work alongside clients own solicitors and accountants and in this way, an appropriate solution can be found for any given situation.

Most clients are too busy to allocate time to really focus on their financial plans. In addition, most clients have a number of financial products in place with significant amounts of capital invested, but are unsure as to what sort of financial future the investments may provide.

There is rarely an underlying and on-going ‘Financial Plan’ to achieve their medium to long term objectives. Many clients have a great deal of existing market risk in their portfolios, so what can be done to reduce this risk?

I specialise in offering advice in:
  • Pension and investment planning
  • Inheritance Tax planning and mitigation
  • Personal & Business protection

 
I very much look forward to explaining how I can help you individually and welcome you to get in touch.

Please contact me by phone or email to arrange a meeting or to request more information, and I’ll be pleased to discuss how I can help in more detail.
 
 
Get in Touch

ABOUT SOVEREIGN WEALTH

A leading Wealth Management and Financial Planning organisation with over 50 Advisers across the UK helping over 10,000 clients and managing over £2 billion of funds.

SJP Approved on 30/06/2023

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Sovereign Wealth Limited 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. Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.