Sidlow Wealth Management is a Partner Practice of St. James's Place Wealth ManagementI develop long lasting relationships providing bespoke, quality financial solutions. For more information on my services, please either call me on 07704 060950 or email at mark.sidlow@sjpp.co.uk.

Diploma qualified Premier Financial/Wealth adviser providing financial advice to clients of the bank. Advising clients in the following areas • Protection Planning - Ensuring clients homes, family and income needs are protected in the event of death and serious illness. Trust planning of protection where necessary.• Investment Planning - Planning and maintaining medium to long-term investment strategies based around clients needs and requirements. > Risk Profiling/Tolerance > Portfolio Structure> Portfolio Review/Management> Long-term Relationships> Inheritance Investment and Trust Planning• Retirement Planning - Planning for future retirement needs including a review of reviewing existing arrangements. Ensuring retirement funds remain appropriate and on-track to provide for future needs. • Estate Planning - Ensuring client arrangements remain as tax efficient as possible and that all possible allowances are utilised where possible. Wills in place, Allowances utilised, Trusts considered and used where appropriate.

Providing outstanding customer service in various banking areas. • General Banking• Payments• Lending• Team leading• Compaint HandlingSpecialist areas -• Dealing with client finances during divorce, account management and control.• Dealing with POA accounts and all arrangements.• Handling clients and their accounts following bereavement. Dealing with next of kin, executors and Solicitors in respect of the estate, funeral payment and transfer/closure of accounts.