William Sallitt
I have worked for over 30 years with clients to understand their personal and financial objectives, consider options and provide solutions. Over this time, some things have changed - the rules on taxation, regulatory requirements, information technology, and client expectations. However, the fundamentals remain the same - meeting face-to-face, building relationships and giving a personalised, tailored service to real people.
About
I have the experience, attitude and knowledge to be your Trusted Adviser - here’s why.
Three years in the Royal Engineers as a Troop Commander gave me an early introduction to minefields and other obstacles; this has prepared me well for the challenging terrain of Financial Services.
I am a Chartered Financial Planner, which is the qualification that most advisers aspire to getting, and a Fellow of the Personal Finance Society. I spent five years as Chartered Champion for the London region, delivering events to other Chartered Financial Planners to improve knowledge and skills.
I am also a full member of the Society of Trust and Estate Practitioners (STEP). This difficult qualification raised my level of competence and strengthened relationships with solicitors, accountants and other relevant professionals. Estate planning provides some common ground and I have built up many excellent contacts over the years.
Outside of work, I spend most of my time with our young boy and on my allotment. When I am able to, I like to play cricket and ride. A big part of my life was the Honourable Artillery Company, a Reservist regiment with whom I served for 19 years, including commanding One Squadron and time spent overseas in Iraq. The contrast of juggling my military role with civilian life fulfilled me physically and mentally. I also enjoyed leading a team in the Three Peaks Challenge, raising money for a medical charity.
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We offer an excellent wealth management service which will help you achieve your goals
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 12/09/2022
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.
