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Mark Burch

Dip CII
My ethos evolves around continuing to deliver clients a true wealth management experience based upon building long term, trusted relationships. I ensure that the core values of "Quality, Integrity and Excellence" are maintained.

About

SLEEKSTONE Private Clients is a distinguished and exclusive financial services provider catering to the needs of high-net-worth individuals and affluent families. We are renowned for our exceptional and personalised approach to wealth management and advisory services.

At SLEEKSTONE Private Clients, clients receive a comprehensive range of bespoke financial solutions tailored to their unique circumstances and goals. Our team of experienced professionals combines expertise in investment management, estate planning, tax optimisation, risk management, and more, to deliver a holistic and sophisticated wealth management experience.

With an unwavering commitment to excellence, SLEEKSTONE Private Clients prides itself on its discreet and confidential approach. The firm values long-term relationships and takes the time to truly understand its clients' aspirations, allowing them to navigate complex financial landscapes with confidence and peace of mind.

SLEEKSTONE Private Clients distinguishes itself through its access to a global network of top-tier investment opportunities, exclusive partnerships, and cutting-edge research and analysis. By leveraging these resources, the firm strives to maximise wealth growth and preservation for its esteemed clientele.

Overall, SLEEKSTONE Private Clients is renowned for its unparalleled expertise, personalised service, and unwavering dedication to helping high-net-worth individuals and families achieve their financial objectives while safeguarding their wealth for future generations.

Promotions

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Advice & Services

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

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

Testimonials

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Mark Burch has been my financial adviser over several years and has always been there for me when I needed him. His advice has been trustworthy and sound and I respect his judgement. I have frequently found procedures complicated but he has always been very patient. I strongly recommend him.

Madeline Cunningham| Studio Potter, Wolfscastle/Haverford West

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.

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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.

SJP Approved 19/05/2022

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.

Sleekstone Private Clients Ltd is registered in England and Wales, Number 11844238. Registered Office: Penffynnon, Hawthorn Rise, Haverfordwest, SA61 2AX.