Whether it be to secure the future for yourself, your family or business, regularly reviewing your financial situation will allow you to take advantage of any developments in legislation and tax law. Adjusting for your changing circumstances such as:
changing jobs or starting a business
I can help you evolve with these changes and provide peace of mind for your financial security.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times. Building relationships with my clients is extremely important to me and I take pride and am dedicated to ensuring that the advice provided is tailored to your specific requirements.
The products and services I recommend have been carefully selected and represent the best of breed in every area of financial planning. St. James's Place Wealth Management Group recognises that no single investment house has a monopoly of investment expertise and therefore adopts an effective solution to this problem. They do not employ any in-house investment managers, instead they carefully select a number of external managers of outstanding ability to manage their range of funds.
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The Partner Practice 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/about-st-james-place/our-business/our-products-and-services
Sharp Financial Services is a trading name of Sharps Associates Ltd. Sharps Associates Ltd is registered in England and Wales, Number 07721605. Registered Office: 35 Rookery Lane, Great Totham, Maldon, Essex, CM9 8DF.
