Expertise

  • Pension Transfers
  • Pension Consolidation
  • Pensions
  • Pension Advice
  • Invesment Planning
  • Wealth Management
  • Protection
  • Inheritance Tax Planning
  • Legacy and Succession Planning
  • Life and Health Protection
  • Critical Illness Insurance
  • Income Protection
  • Mortgage & Protection Advice
  • ISA
  • Unit trusts
  • Pensions on Divorce

Summary

SKR Wealth Management, offers a personalised financial planning service to its clients and recognises that the on-going relationship is key to building a sustainable wealth management strategy.

 

The advice service covers all areas of financial planning including; investment planning, retirement planning, estate planning, wealth protection and all aspects of business financial planning.

 

Please visit the company website for more details - www.skrwealth.co.uk

 

SKR Wealth Management Ltd 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

 

 

 


Experience

  • SKR Wealth Management Ltd (Associate Partner Practice of St. James's Place Wealth Management)

    SKR Wealth Management Ltd, Director
    1 - 5 Employees 2016 - Current
    SKR Wealth Management Ltd (Associate Partner Practice of St. James's Place Wealth Management)

    SKR Wealth Management Ltd (Associate Partner Practice of St. James's Place Wealth Management)

  • HSBC Retail Banking and Wealth Management

    Premier Relationship Manager
    100+ Employees 2014 - 2016

    Responsible for advising high net worth clients on investing and protecting their wealth.

  • Royal Bank of Scotland

    Senior Financial Planning Manager
    100+ Employees 2007 - 2014

    Responsible for advising business owners and private bank clients on investments, retirement planning and protection needs.

  • Santander UK

    Client Relationship Manager
    100+ Employees 2004 - 2007

    Advising retail clients on personal investment, pension and protection financial planning needs.



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