A Partner Practice of St. James's Place Wealth Management

Home Counties Wealth Management Ltd

Sofia Wreford

DipPFS
I help clients increase and protect their personal and family wealth. Clients receive jargon free, specific advice for their circumstances as well as regular reviews.

With over 30 years industry experience, I will be pleased to listen and shape plans for you and your family.

About

Sofia Wreford has been in the financial industry for over 35 years. She is able to offer you a comprehensive range of services in all areas to meet your ever changing needs over your required timelines.

She will support and guide you through all processes in order to achieve your long term objectives.

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Advice & Services

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

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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.

Home Counties Wealth Management Ltd is registered in England and Wales, Number 08679977. Registered Office: 5 Admiral Close, Weybridge, Surrey, KT13 9LD.