An Associate Partner Practice of St. James's Place Wealth Management
I aim to help my clients accumulate, utilise and preserve their wealth at various stages of their lifecycles.
We offer an excellent wealth management service which will help you achieve your goals
Arpit has been providing financial advice to my family since 2018. We maintain regular contact during the year through calls and face to face meetings to provide an update on performance and review ongoing financial plans. Arpit is very responsive and has been happy to get back quickly to my questions even at weekends and evenings. He is especially thorough and professional in explaining in simple terms the options available and why certain plans would be more relevant and suitable than others. On occasion, Arpit has also brought in specialists from his team to help advise on more general financial plans. In the two years of knowing Arpit, we feel much more confident about our finances and look forward to future meetings. I would have no hesitation in recommending Arpit to those that want a better understanding and control of their finances.
I have worked with Arpit now for some time to assess my financial direction. I rely on this judgement and advice in various aspects of my finances and have found his advice and ability to go the extra mile invaluable. I would recommend Arpit's services for those looking for the same type of advice.
Arpit has been advising me for a few years now and always gives the best advice for me. Now I am retired his focus is my future, making sure I can do the things I want to. Very friendly service. I can always contact him if I have a question. I would highly recommend him to anyone. He is doing all he can to help me have a happy retirement.
Arpit is upfront, approachable and makes me feel comfortable in discussing my finances and future plans. He is professional yet amicable in his approach.
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 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.