Mark Sullivan
At MJS Financial Planning Ltd I believe in building and maintaining long term relationships with my clients, founded on trust, excellent service and providing specialist advice to both private and corporate clients.
About
MJS Financial Planning Ltd (formally Mark Sullivan Wealth Management) was established in 2019 when its Director Mark Sullivan accepted an invitation to join St. James's Place. Prior to this appointment Mark advised clients for a major Bank and Building Society. Living in Brentwood in Essex, Mark provides financial planning advice across the South East of England.
Over the last 20 years I have been able to build many long standing relationships with clients built on regular contact, trust and delivering solutions that help them meet their financial objectives for today, tomorrow and the future.
As an Associate Partner Practice of St. James's Place I’m now able to fully concentrate on a bespoke personalised approach ensuring that I’m able to offer a rounded, professional and principled service to my clients.
Whilst solutions may encompass different Investment portfolios that utilise Individual Saving Accounts, Onshore and Offshore Bond investment vehicles, Personal Pension planning or Inheritance mitigation through Trust* and Investment planning, the most important aspect of my role is to assist clients by bringing order and structure to their financial affairs. This may also include advising on intergenerational wealth management and educating the next generation in this respect. I am dedicated to providing a truly client centric experience where clients can be confident that their best interests will be foremost in all that I do.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.
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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 21/08/2024
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.
