Welcome to Innovia Wealth Management

Innovia Wealth Management is a Chartered Fellow firm providing a bespoke service of distinct quality, professionalism and expertise to SME / Business owners and Private clients, covering varying aspects of wealth management across the UK.


Promotions

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Chartered Management Institute

The Chartered Management Institute (CMI) is the benchmark professional body in the world of management and leadership. CMI provides the management and leadership skills needed to succeed in professional lives and defines the key components of management and leadership style, attitude and behaviours.  

Testimonials

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My wife and I previously spoke with Sofie to review our pension fund and to talk about relevant life insurances. The knowledge and expertise from Sofie was superb and once the meeting was over, Sofie got straight on with matters.

We have since had numerous conversations and meetings and no...

Steve Owen| Senior Finance Manager

SJP Approved 29/09/2023

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.