Sam Pearce Email & Phone Number

I have worked in the financial services industry since graduating from university in 2002. I spent 10 years of my career with Lloyds Private Banking, where I developed technical knowledge and gained the diploma in financial planning. For much of that time, I was employed as a client relationship manager.I joined St. James’s Place in 2015 as a wealth management adviser, during which time I have obtained the Advanced Diploma in Financial Planning and have developed a specialist knowledge in the pension/retirement planning arena. I work closely with other professionals such as accountants and solicitors to provide cohesive financial advice that will benefit my clients and their future generations.I now specialise in offering bespoke wealth management advice for private individuals, businesses, families and trustees. The scope of my advice covers the full financial planning spectrum and includes the following areas:Savings and Investment PlanningRetirement PlanningInheritance Tax and Estate PlanningWealth/Income ProtectionUnderstanding my clients' current circumstances is fundamental before discussing their goals and objectives and how these will be achieved via the production of a detailed financial plan, which is brought to life through financial modelling software. This is then reviewed regularly to ensure it remains appropriate and on course to fulfil my clients' aspirations, making adjustments in response to changing goals and/or circumstances when needed.My main objective continues to be the creation of lasting, trusted client relationships through the provision of expert advice.S R Pearce 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 title "Partner Practice" is the marketing term used to describe St. James's Place representatives.SJP approved:

Listed skills include Wealth Management, Financial Services, Portfolio Management, Banking, and 15 others.

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  University Of Plymouth

  Business/Commerce, General