A Partner of St. James's Place Wealth Management
I provide wealth management advice to individuals and businesses in and around the City of London. My advice is tailored to meet your personal and/or business objectives.
We offer an excellent wealth management service which will help you achieve your goals
I would recommend Sophie for her professional & personable approach to what can be daunting area of Financial Planning. Her advice has been invaluable, straight forward and always without any pressure.
Sophie has been both professional and friendly from day 1. She has understood the needs of our family and worked in a collaborative manner, providing valuable counsel whilst acknowledging our backgrounds in finance. Overall the service has been friendly, professional, on point and balanced allowing us to make informed decisions with all of the salient points covered. Highly recommended.
Sophie has been extremely helpful by way of her excellent advice on my current financial situation and provided me with numerous options to improve it. This has enabled me to start a financial plan and set financial goals / targets that give me clarity and a good idea of my projected / future financial situation. She is very thorough and professional and a pleasure to deal with.
I very much enjoy working with Sophie-Jane, she is a knowledgeable and committed advisor who has provided many valuable insights to the management of my pension portfolio.
Sophie-Jane provides excellent advice with an empathetic approach- her insight into the best tailored investment plan for a novice investor is superb.
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.
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 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.