Sanjay Wadhia

Hello, I’m Sanjay, a seasoned Financial Advisor with over 26 years of experience in the financial services industry. I am the proud founder of SWFS Ltd, a partner practice of St. James’s Place. My journey in this field has been driven by a singular mission: to empower individuals and businesses to navigate their financial future with confidence. I specialise in providing bespoke wealth management services, tailored to the unique needs and goals of each client. I firmly believe that financial planning is not a one-size-fits-all process. Each client has unique aspirations and circumstances, and my role is to provide a personalised roadmap to financial success. Over the years, I have built a reputation as a trusted adviser, known for my commitment to integrity, transparency, and exceptional service. My approach is centred on building and maintaining long-term relationships with my clients. I am wholeheartedly dedicated to helping them lay a solid foundation for their financial objectives, enabling them to look towards the future with optimism. Whether you’re planning for retirement, looking to grow your wealth, or seeking effective tax strategies, I am here to guide you every step of the way. Let’s embark on this financial journey together, paving the way for a secure and prosperous future. The initial meeting is at my expense and serves as an opportunity for us to become acquainted. You will not be making any decisions during this meeting. However, you will depart with an understanding of how I can assist you and what the costs will be. Please don’t hesitate to contact me so I can provide the guidance you need, ahead of when you need it. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice 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) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 25/06/2024