Sleight Wealth Management Limited
Financial Services
Newcastle Upon Tyne, United Kingdom
6 employees
- Employees
- 6
Sleight Wealth Management Limited Overview
- Headquarters
- Newcastle Upon Tyne, United Kingdom
- Website
- www.sleightwm.co.uk
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2007
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Sleight Wealth Management Limited
Here at Sleight Wealth Management, we believe in putting the client at the forefront of everything we do. By helping our clients create succinct plans for their long term financial goals, we work towards getting from where they are now to where they aspire to be. In our experience, no client is the same. We provide a personalised advisory service, ensuring we understand your personal or business objectives in order to deliver holistic solutions that are right for you. We work with professionals, entrepreneurs and business owners, as well as families and individuals, creating succinct financial plans to help them achieve their long term goals, concentrating on 3 main objectives: • Helping to maximise growth and income • Minimising risk and tax • Helping to create more wealth for you and your future generations As a Senior Partner Practice of St. James's Place Wealth Management, we provide a wide range of bespoke wealth management services. Our emphasis is on maintaining long term relationships with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years. Through our genuine interest in people, we offer a bespoke service to private clients making sure they receive advice they can understand. If you would like to organise an initial meeting, Stephen, Candice & James would be delighted to meet with you to discuss how we could help. 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. Sleight 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 21/11/2023
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