An Associate Partner Practice of St. James's Place Wealth Management

Lokman Wealth Management

Adriana Lokman

I provide holistic education, guidance and bespoke advice on pension planning, investment planning and protection to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

About

I previously ran a company offering business training and one to one coaching to female entrepreneurs and people with disabilities. As a SFEDI qualified business adviser I found that a vast majority of clients needed both business and personal financial advice. With over a decade of experience supporting my clients I felt the natural transition to continue helping people was to qualify as a financial adviser. I am very proud to join the St. James's Place Wealth Management family to offer bespoke holistic financial solutions to both business and personal clients.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.