Over the years, I’ve identified a need amongst a number of clients, past and present, for wider support managing their business and personal affairs beyond our core provision of financial planning.
Having worked closely with a number of our business owners – understanding what kept them up at night – I realised that offering good financial education is a great way for them to support their team and can help contribute tackle the stress associated with increases in the cost of living; encouraging people to feel better about their current and future finances.
Not only has this helped to support some of my business owner clients with a challenge that they’ve faced outside of our personal financial planning conversations, I’ve also found this has contributed to a significant improvment in their employees’ overall satisfaction: happier employees and a more productive team.
If you are a business owner looking to integrate an additional benefit for your employees, as an accredited Workplace Financial Education specialist, I am well versed in helping you make this happen.
Creating a comprehensive financial plan often involves discussing other areas of life in which trusted professionals can make a difference. I see my role as very much forming a part of your circle of trusted advisers.
As such, we can provide access to a network of professionals, including:
I want to make the process of accessing any of these services as easy as possible, which is why I’ve carried out the research and due diligence on your behalf. I only work with professionals we trust – and that means you can trust them too.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Will writing, legal advice and conveyancing, tax advice and commercial lending are not regulated by the Financial Conduct Authority. These services are separate and distinct to those offered by Sovereign Wealth and St. Jame’s Place.
Our social media channels are a great way to keep in touch with how we help our clients.
