Our philosophy is that all of our advice is driven by the individual needs of our clients. We know that by putting clients at the centre of our service, long term relationships are built and this is the foundation of our business.
In an uncertain world our integrity-based approach brings peace of mind to our clients.
At Sellek Wealth Management our business is to make it easier for our clients to manage their wealth effectively. One of our guiding principles is to build long term relationships with clients, the majority of whom choose to continue a working relationship with us indefinitely, appreciating a source of trusted advice as their financial needs evolve over the years.
As a client of ours, we will work closely with you, following a structured 3 stage process:
Stage 1 - Carefully review your current position to establish your financial goals & aspirations
Stage 2 - Work with you to establish a tailored strategy to help achieve those goals
Stage 3 – Engage in a regular review to ensure that the strategy remains relevant to your changing circumstances and any alterations in the marketplace.
We offer a friendly, professional service and ensure that through regular communication we keep you up to date with key changes in the marketplace. In addition we work with a wide range of clients from different backgrounds and offer a specialist service for professional sports people.
If you find our website of interest we will be delighted to provide you with a no-obligation financial review and would ask that you Contact us with your details.
We offer an excellent wealth management service which will help you achieve your goals
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
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.