Steven Jerath

I have worked in financial services for many years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. Throughout my career I have always listened to and understood my client’s wishes. Using this process I find I can create a bespoke service tailored specifically to their financial needs and future aspirations. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. My philosophy focuses upon maintaining a long-term, trusted relationship with my clients, helping them to understand the options available to them in a simple and straightforward manner, so that they can look to the future with confidence and optimism. All our clients are regularly updated with tax rules and legislative changes. As a Partner Practice of St. James’s Place Wealth Management based in London, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. SRJ Wealth Management. 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 29/10/2024