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William Sallitt is listed as Principal, William Sallitt Wealth Management. Chartered Financial Planner at Associate Partner Practice of St. James’s Place Wealth Management, based in Greater London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for William Sallitt.
William Sallitt previously worked as Principal - William Sallitt Wealth Management at Associate Partner Practice Of St. James’S Place Wealth Management and Chartered Financial Planner at Eq Investors. William Sallitt studied at Rugby School.
Thank you for reading my profile.My approach is to work with clients to plan the best lifestyle with the money resources they have. I am a Chartered Financial Planner, a Fellow of the Personal Finance Society and a full member of the Society of Trust and Estate Practitioners (STEP). I was a Chartered Champion in London for five years and was on the Insurance Institute of London committee.I have also served in the Armed Forces. Three years with the Royal Engineers, managing projects in Kenya, Cyprus and UK; then nineteen years with the Honourable Artillery Company (HAC), during which time I commanded One Squadron and was a coordinator of Reconstruction efforts in Iraq.William Sallitt 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 titles 'Partner' and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.SJP Approved 29/10/2024
Listed skills include Pensions, Estate Planning, Investments, Inheritance Tax Planning, and 12 others.
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London, United Kingdom
My approach is to work with clients who welcome a lifestyle-led joined-up approach and a long-term business relationship.I am a Chartered Financial Planner, a Fellow of the Personal Finance Society and a full member of the Society of Trust & Estate Practioners (STEP).
100 Lower Thames Street, London Ec3R 6Dl
I looked after Private Clients and provided estate planning advice.
Building long-term relationships with Private Clients.Working jointly with solicitors in respect of estate planning and trusts.
London Ec1
I looked after group pension schemes in the media sector, providing presentations and surgeries. I gave financial guidance to private clients.
Activities and Societies: Parachuting Club
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William Sallitt works for Associate Partner Practice of St. James’s Place Wealth Management.
William Sallitt is listed as Principal, William Sallitt Wealth Management. Chartered Financial Planner at Associate Partner Practice of St. James’s Place Wealth Management.
William Sallitt is based in Greater London, England, United Kingdom while working with Associate Partner Practice of St. James’s Place Wealth Management.
William Sallitt has worked for Associate Partner Practice Of St. James’S Place Wealth Management, Eq Investors, Advisory & Brokerage / Origen, and Arbuthnot Life And Pensions.
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William Sallitt studied at Rugby School.
William Sallitt is listed with skills including Pensions, Estate Planning, Investments, Inheritance Tax Planning, Financial Advisory, Strategic Financial Planning, Wealth Management, and Portfolio Management.
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