Sedgwick Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
I have 8 years’ experience working in financial services. I started my financial career with a small local finance company before progressing to working for Lloyds TSB/Lloyds Bank in 2008. In April 2015 I joined St. James’s Place Wealth Management.
With my knowledge and expertise in financial services I believe a close working relationship is the key to success in achieving my clients’ goals and aspirations. I offer professional face-to-face advice along with high standards of service to maintain your individual requirements, this is all possible with our highly experienced support staff. I can provide access to specialists who can advise you of a wide range of financial services from will writing and tax advice to legal services & commercial lending.
As a Financial Planner, I help my clients achieve their ideal lifestyle, by working closely with them to offer bespoke financial solutions and establishing long-term relationships with a source of trusted advice. I have a wide range of expertise in various areas of financial planning.
The benefits of my services include:
Peace of mind and security
Potential Tax savings
Efficient use of your money
Better-informed financial decisions
A plan for life’s uncertainties
Being a wealth management company isn’t just about investment planning, its about maintaining, protecting & growing your current financial position as well as achieving your future goals & aspirations.
Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills and Commercial Lending are not regulated by the Financial Conduct Authority.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
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.
Sedgwick Wealth Management Ltd is registered in England and Wales, Number 7187578. Registered Office: 508 Rochdale Road, Britannia, Bacup, Lancashire, OL13 9SD, England.