Sunny Dhanjal
DIP CII, CeMAP
With over two decades of experience within financial services, I have worked with a wide selection of clients ranging from associates to senior Partners. I take pride in delivering a bespoke, client focused solution to wealth management, protection planning and growth.
About
With over 20 years’ experience in the financial services sector in addition to a background in economics and banking, I provide my clients with:
- A strategic and meticulous approach to financial planning based on their financial goals and objectives
- Rigorous analysis of their current financial status
- Advice that is tailored to their specific needs, now and into the future through a clear individualised long term financial plan
- Regular consultations and advice to ensure the plan is implemented in an efficient manner
My approach focuses on the development and maintenance of long-term relationships of trust with each client.
My advice specialities include:
- Trust and estate planning
- Protection planning
- Pension planning
- Advanced tax and investment planning
- Tax efficient strategies for business owners
- Dealing with proceeds of business sales
- Tax efficient planning for those in the legal profession, the journey from newly qualified to Senior/Managing Partner and beyond
The majority of my clients tend to be:
- Individuals with annual earnings of £250,000+
- Individuals and families seeking to proactively protect, manage and grow their wealth
- Partners at law/accountancy firms
- City professionals
- Sports professionals
- Business owners
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Hazel Grace
Paraplanner
Rachael Faulkner
Practice Manager
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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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 29/02/2024
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.
