Mark Sidlow
DipPFS Cert CII (FS)
I started working in financial services in 1995 when I joined first direct bank enjoying many successful years building and maintaining client relationships.
In 2013, I was offered the chance to work with St. James's Place, which enabled me to build on the wealth management experience I already had.
About
I am committed to providing clients with a bespoke personal service tailored to their specific needs. I work together with clients and their families to agree medium to long-term strategies where I provide holistic advice working towards achieving goals and aspirations. My focus is to work with clients in order to give them a better understanding of current arrangements and then build a plan for the future.
My experience covers the broad spectrum of financial planning areas, which allows me to:
- Manage and grow wealth, specifically through our distinctive approach to investment management
- Protect and preserve assets for long-term financial security
- Plan and provide for future/current retirement needs
- Utilise tax allowances where possible, helping to ensure plans are as tax-efficient as possible.
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.
Promotions
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 12/01/2024
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.
