Sedgwick Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
In December 2014 I joined Chris at St. James Place Wealth Management as an administrator, following my previous career as an accountant.
When Johnathan joined I became his PA. I assist with the day to day running of the office, liaise and assist clients with queries and arrange regular reviews to ensure we offer a high level of service. I feel this is key to a successful working relationship between our clients & us. I work closely alongside Johnathan to ensure our clients are looked after in a timely manner and to a high standard.
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.