Sheena Parker Wealth Management Limited
Sheena Parker
Bsc Hons
My mission is to simplify and untangle all things financial for my clients and provide solutions which get them to where they want to be, now and in the long term. I achieve this is by building lasting relationships so that I can continue to deliver solutions which keep pace with my clients’ changing circumstances and the world around them.
About
With access to offices in London and Kent I am able to provide a full spectrum of financial solutions to clients in London and across the South East. I spend the time getting to know our clients so that I can deliver tailored solutions and I then apply a rigorous discipline to implementing those agreed plans.
My advice ranges from helping clients to build a rainy day fund to designing complex and innovative solutions to meet the broad and ever-changing needs of my corporate and professional clients.
My personal and professional experience has taught me that whilst personal finances can be complex, good advice can be incredibly simple and I pride myself on our straightforward, no nonsense approach.
One of my key objectives is to help ensure that each and every one of my clients gains a clear understanding of their personal financial landscape by choosing to work alongside me.
If you feel that you could benefit from some financial clarity or just a financial MOT, please contact us and I will be more than happy to help.
I am a 20 year plus veteran of the financial services industry, parent, business owner and a terrible cook.
After graduating from Bristol University having read Economics and Accounting, I started my working life as a financial analyst in the Investment Banking industry at one of the City’s leading institutions. Over the course of my career, I have worked in a range of businesses and sectors focusing on financial and risk management, working in London and New York.
My career was built on making the time to listen and truly understand the task at hand, combined with a flexible and innovative approach to designing solutions to solve the problem in front of me.
My transition to personal wealth management was a natural extension from investment banking as the combination of my professional and personal experience has provided me with a unique toolkit and perspective with which to deliver exceptional results to my 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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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 02/03/2023
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.
