Sam Wickens Fpfs Email & Phone Number

Thank you for taking the time to view my profile.I provide high quality, holistic financial planning strategies to both personal and corporate clients. My clients tend to be established and successful in their chosen profession but invariably do not have the time, energy or expertise to devote to their own financial planning needs. My understanding and experience means that I am able to help with financial concerns that senior professionals often face. • In addition to time pressures, most clients have a number of financial products in place with significant amounts of capital invested; however they have no idea what sort of financial future the investments may provide.• There is rarely an underlying and on-going ‘Financial Plan’ to achieve their medium to long term objectives.• Most clients have a great deal of existing market risk in their lives and portfolios, so what can be done to reduce this risk?• With pension planning, increased salaries, bonuses or running your own business comes a more complicated tax bill, so what can be done to help reduce the impact of taxation?My philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. I am also a member of the Personal Finance Society (PFS) and hold the Chartered Insurance Institute’s Chartered Financial Planner status. Should you wish to contact me, feel free to email me at sam.wickens@sjpp.co.uk or alternatively visit my website for more information www.samwickens.co.ukThe 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. The levels and bases of taxation can change at any time. The value of any tax relief depends on individual circumstances.Wickens Wealth Management 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 title 'Partner Practice' is the marketing term used to describe St. James's Place representatives.SJP Approved 10/09/2024

Listed skills include Wealth Management, Financial Services, Investments, Wealth, and 16 others.

• Chartered Financial Planner, Wickens Wealth Management

  Senior Partner Practice, St. James’S Place Wealth Management

  Sep 2012 - Present - London, United Kingdom