An Associate Partner Practice of St. James's Place Wealth Management

Checkmate Financial Services Ltd

Simon Carr

I provide bespoke wealth management advice to private and corporate clients all over England. My very personal service is based on client relationships, providing flexible and open interaction to produce strategies for today's clients' financial needs.

About

Based in London, I provide wealth management advice to clients both within London, and more widely throughout England.

Prior to joining the financial services industry, I spent 10 years working in engineering solutions. As a consequence, I have a methodical and solution oriented approach to financial needs; ideal, I think, in creating bespoke solutions in consultation with firstly the client and as necessary other experts, and explaining them to clients – whether these be personal or corporate – to jointly plan the best way ahead for your financial future.

In this fast moving digital age, many of us feel the need to have someone that we can trust to discover how our financial needs and aspirations are best met. I continue to feel that the key to this is not online, but face-to-face, (although embracing technology is a must) and in relationships that can, and do, span decades. With a team of qualified, valued and professional individuals, whether they be accountants, solicitors or financial planning experts, this can be achieved. I, for one, value this approach, and my clients do too.

On joining Checkmate Financial Services Ltd. in 2010, after 14 years in financial services, I took on the directorship with an eye to building a stronger business that could provide wealth management services and that were second to none in service, product and advice. With this very much in mind, I have accepted an invitation to join St. James's Place Wealth Management, with a view to establishing a business that will excel in service delivery and client outcomes. As an established, trusted brand with succession planning to provide ongoing client service for generations to come, I believe this can now be achieved.

Checkmate Financial Services Ltd. provides bespoke wealth management advice to private and corporate clients all over England and is now a Partner Practice of St. James's Place Wealth Management based in central London. Our very personal service is based on strong client relationships, providing flexible and open interaction to produce strategies for clients’ financial needs.

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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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.

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.

Checkmate Financial Services Ltd is registered in England and Wales, Number 05937863 . Registered Office: Lakeview House, 4 Woodbrook Crescent, Billericay, Essex, CM12 0EQ.
Simon Carr
Checkmate Financial Services Ltd