Having been a fund manager for many years I could see the value of sensible investing in making a real difference to long-term financial security. I know through my own experience that investing is difficult. There are also the complexities of tax and legislation regarding personal finance. Even though I was a professional investor there were important gaps in my knowledge. I knew that if I could broaden my knowledge I could build a compelling proposition that would help not only my own family and friends but also create something of value that would have wider appeal.
Having added to my own knowledge, I learnt that it is an ongoing cycle of learning and development to give the best advice possible. My clients trust me to help them put in place plans that protect their families and build their wealth to enable them enjoy their medium and long -erm financial goals. Importantly, I don't just arrange these for them. I make sure they understand exactly what they are doing and why so that they can have control of their financial planning and learn how to incorporate flexibility. Life changes despite best made plans and my clients trust me to give them sensible advice at every stage to empower them to make their own decisions.
Arts and culture
Playing an instrument
The planet and making a difference
|City, Country||London, GB|
I can support you in the following
Skills & Qualifications
|Firm||Twelve Wealth Management Limited|
|Place of work||Representative of a larger bank|
ASIP (CFA UK)
|Regulatory (FCA) Authorized:||Yes|
Twelve Wealth Management Ltd 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.