Based in Gants Hill/Barking Side, I provide wealth management advice to clients both within the City and more widely throughout Greater London.
My main priority is to understand my clients’ current and future financial needs, focus on what is important to them, and help them achieve these through sound, jargon-free advice.
I began my career in financial services with Halifax in 2006 and have gained extensive experience as an adviser. Prior to joining the financial services industry, I spent 8 years working in retail banking. During my many years in the industry, I have gained expertise in many areas of financial planning in order to help my clients achieve their financial goals. I firmly believe in building strong long-term relationships with my clients and conducting regular reviews to take account of their changing circumstances.
As a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, inheritance tax planning and retirement strategies.
Fundamentally I see my approach as one of problem-solving for my clients — as opposed to product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
It is my philosophy to build exceptionally strong, trusted and long-lasting relationships with my clients. I aim to provide my clients with peace of mind regarding their personal financial affairs. My clients are keen to recommend me to friends, family and colleagues so that they too can benefit from the professional advice they have received.
St. James's Place Wealth Management is an award winning FTSE 100 company. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and its commitment to building trusted and enduring relationships with its clients.
Self employment requires an element of future planning, this includes establishing a pension plan. The variety of different pensions on the market had left me confused, and I therefore decided to speak to an expert. I use the word expert, because this is what Sheeba is. She took time to understan...
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The Partner 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.