Are you uninspired with your financial planning? Or do you need a robust financial plan put into place. Whatever you need, we’re here to deliver and provide you with a fresh approach.
“From the moment that you decide to become a client, you’ll see the real value in having the correct financial advice, today and as you move towards your goals.” – Dominic Fallon
With over a decade of experience in financial planning, Senior Wealth Management Consultant at Sovereign Wealth, Dominic Fallon and his team in Chesterfield have the technical knowledge and financial know-how to support you on your financial planning journey.
Our holistic approach puts you and your goals before any financial products.
By enabling you to understand your financial objectives, we will explore your goals and find out what your drivers are. Then we will look at the gap between what you have now vs what you need before working with you to create a plan that’s right for you.
Consultation – In light of the recent news, there’s never been a better time to get in touch. We can offer a no obligation video conference meeting via our secure, online virtual meeting system to discuss your existing situation and aspirations.
Strategy – Working with you, we’ll then develop a strategy to help achieve your financial goals.
Plan – We’ll then build a comprehensive and easy to understand financial plan that’s fit for the weeks, months and years ahead, making your finances more than just numbers on a page.
Launch – We’ll put your plan into place, using a wide range of products specifically tailored to you. Providing you with a secure client login portal to track and monitor financial progress and data.
Review – With the same financial planner, you’ll have regular reviews of your plans each year to keep things on track.
Whether your goal is to ramp up your start-up business or create an exit strategy*, increase your wealth, or pay for your children’s schooling. Whatever your focus, we will work with you to help get you there.
Ask yourself the following:
Do you know what you’re paying and does it represent good value?
Are you confident that your portfolio is monitored on a daily basis and changes made where necessary? Or are changes only considered at reviews? Proactive vs reactive?
If you haven’t spoken to your adviser in a while, or you simply don’t have a financial advisor then you need to change your plan now.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Exit strategies may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.
About Sovereign Wealth
A leading Wealth Management and Financial Planning organisation with over 30 Advisers across the UK helping over 7,000 clients and managing over £1 billion of funds as of January 2021.
Sovereign Wealth Limited 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. Sovereign Wealth Limited is a Limited Liability Partnership registered in England and Wales, Number OC350767. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
