Jas Sooch
My approach is simple, my clients work hard for their money so I want to help their money work hard for them.
Taking a holistic approach and truly understanding what is important to you and why, we work together and put a plan in place and regularly review to take into account any changes to your circumstances to help you stay on track to meet your objectives.
About
After working in the Investment Banking industry for 8 years, I opted for a career change into financial planning to be able to work with individuals, families and/or their businesses over the long term to help them realise their financial potential.
I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.
Jas Sooch Wealth Management was established in 2018, when its Principal Jas Sooch accepted an invitation to join St. James's Place.
We are committed to building long-term, high trust relationships and our clients feel that the advice we give is of the highest standard.
We believe that financial services is very much a 'people business' and our aim is to take away any stress when it comes to your financial planning and to give you complete peace of mind that you are in safe hands.
I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.
Jas Sooch Wealth Management was established in 2018, when its Principal Jas Sooch accepted an invitation to join St. James's Place.
We are committed to building long-term, high trust relationships and our clients feel that the advice we give is of the highest standard.
We believe that financial services is very much a 'people business' and our aim is to take away any stress when it comes to your financial planning and to give you complete peace of mind that you are in safe hands.
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Addresses
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SJP Approved 27/03/2024
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.