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.
Mark Burch

42 Croft Road, Broad Haven, Haverfordwest, SA62 3HY

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth
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
Mark has always given trustworthy advice and took a real, genuine interest in making sure my goals were met. His service and support has always been exceptional. I would not hesitate in recommending him to anyone.
Claire Routley | Management Executive, Tring, Hertfordshire
The most important thing to my wife and I, is family. Once we had children, we knew that financial security was something we should start to focus on. Mark has been such a great help in providing us with the tools to understand how to manage our finances with the future in mind. We now know how important it is to have a financial adviser who we trust and appreciate. The support provided by Mark has helped highlight some of the gaps in our financial planning that wouldn't have been apparent to us without his help. He provides easy to understand guidance and because he takes the time to get to know you and your values, all of the advice is personalised. He provides exceptional service, fantastic advice and lays the options out clearly. Mark is friendly, thoughtful, genuine and pragmatic. We would highly recommend him.
Samuel Folarin | Associate Director, Penarth, Cardiff
Mark has made me feel at ease from our first interaction. He came across as highly professional but personable at the same time. He is a great listener and consequently his advice and help were exactly what I was looking for as well as needed. Mark is very organised and communicates clearly. I would highly recommend his services and have done so already
Agata Baranowska | Recruitment Specialist, Hemel Hempstead

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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