Gurjit Soggi
IMC PCIAM, Chartered Wealth Manager / Chartered Fellow
Your vision, my financial expertise
As a Chartered Wealth Manager, with a career spanning back to 1996, I am dedicated to helping you achieve financial success. Having previously led a team managing £750 million in assets, I bring extensive expertise in handling complex portfolios and crafting tailored financial strategies. My approach is built on delivering personalised solutions that align with your unique goals and circumstances.
Whether you're an individual, family, business owner, or charity, I take a holistic view of your financial life, by leveraging a strategic blend of protection, investment, and pension solutions to ensure every aspect is thoughtfully considered. With a client-focused approach, your aspirations and concerns remain at the heart of our Partnership, empowering you to navigate your financial journey with clarity and confidence.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
About
At Gurjit Wealth Management, I'm your trusted Partner in navigating the complex world of financial planning and wealth management, especially during these uncertain economic times.
Why Choose Me?
- Tailored Solutions: I don't believe in one-size-fits-all. Your financial plan will be unique and tailored to your specific goals.
- Powerful Partnerships: As a Partner Practice of St. James's Place unlocks a vault of world-class resources and insights.
- Tax-Efficient Strategies: I help to maximise your wealth while minimising tax burdens.
My Mission: Your Financial Success
I empower individuals and business owners to take control of their financial future by:
- Simplifying Complexity: I turn financial jargon into clear strategies you can act on with confidence.
- Navigating Challenges: Guiding you through tax changes and economic uncertainties.
- Personal Touch: I build relationships that last, founded on trust, transparency, and tangible results.
Ready for Financial Clarity?
Whether you're planning for retirement, growing your business, or securing your family's future, I'm here to guide you every step of the way. Let's transform your financial goals into reality.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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.
SJP Approved 07/03/2025
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.
