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

Mark's career in the financial industry has spanned over twenty years. A connoisseur in the world of wealth management and personal banking, his experience in building long-lasting client relationships stems from some of the biggest names in financial services; including HSBC and Co-Operative Financial Services.

Starting as a Insurance specialist in 1997, Mark qualified as an Adviser with the responsibility of providing full financial advice to retail clients across the length and breadth of Pembrokeshire, Carmarthenshire and Swansea.

Mark's extensive client base and love of the coast led to settling in the Pembrokeshire sea side village of Broad Haven. His passion for private banking and wealth management ultimately led him along a prosperous path via St. James's Place Wealth Management in 2019, where Sleekstone Private Clients Limited was born.

Mark is always available on the end of the phone and he is completely committed to providing clients a truly unique experience and strives to add value and substance to their financial and personal position over the longer term.

As volunteer member of the Broad Haven Cliff Rescue Team Mark is very focused on helping those around him. Mark is a keen rugby fan and can often be found watching the Scarlets, as well as spending time with his wife Becky and their six children travelling and enjoying holidays.

Sleekstone Private Clients Ltd was established in 2019, when its Director Mark Burch accepted an invitation to join St. James's Place Wealth Management. Prior to this, Mark has been operating in financial services for over 20 years.

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Advice & Services

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

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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

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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.

Sleekstone Private Clients Ltd is registered in England and Wales, Number 11844238. Registered Office: 42 Croft Road, Broad Haven, Haverfordwest, SA62 3HY.
Mark Burch
Sleekstone Private Clients Ltd