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