Birk Wealth Management
Sukhvir Birk
Welcome to Birk Wealth Management. My service is to provide individually-tailored financial planning and wealth management advice to help individuals achieve their goals and aspirations.
About
I've been in financial services for over 25 years, having worked in Retail & Corporate banking as well as spending many years in Wealth Management for some of the most respected advisory firms in the UK.
I am highly qualified, and currently undertaking further CII exams to get to Chartered status within the industry.
Based in South West London, I provide wealth management advice to clients throughout the South East of England.
I enjoy sports, travelling, food and music as well as spending time with family and friends.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
More about St. James's Place
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 22/05/2023
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.
