Safia Siddiq
BSc CeMAP APFS
My philosophy is to provide you with expert advice to cater to all your financial needs.
About
The reason why I joined St. James's Place is because I personally believe that they provide an ideal platform with tailored products and services which I'm able to recommend to my high net worth clients. They are a driving force in Wealth Management and have a distinctive approach to investment management which sets us aside from our competitors.
There are a number of areas that I specialise in which are detailed under the heading 'Our Services'. I also liaise with a number of other highly qualified St. James's Place Partners who are experts in specific key areas.
I deal with many private high net worth individuals, as well as small to medium sized companies. Although there is no generic type of client, my clients are mainly investment bankers, accountants, solicitors, doctors, IT professionals and entrepreneurs. There are also a number of finance directors and MD's of small & medium sized companies that we have successfully been able to assist in setting up corporate schemes and employee benefits.
Having established my business over 20 years ago within St. James's Place (Formerly J. Rothschild Partnership), my principle aim has always focused on helping clients achieve their own personal objectives, whether that involves us providing solutions such as creation & preservation of their wealth, financial protection against risk or inheritance tax planning. The end result is always to ensure that my clients have peace of mind knowing that they have financial security and their finances are managed in a cost and tax efficient manner.
I take great pride & time in understanding what my clients would like to achieve both financially & personally. Whether it’s a simple or complex request, I’m able to provide tailored financial solutions and quality advice.
My team & I strive and take pleasure in providing a personal, yet highly professional long term service, whatever your financial requirements might be. I’m proud to say that the growth of my business is largely due to the fact that all our new business is generated from referrals through existing clients.
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.
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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 19/11/2024
The Partner 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.
