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Need some guidance with your funds? Maybe a Financial Advisor is just what you need
In a World where life can prove challenging enough, let me provide you with the SIMPLE approach to Financial Planning. I ensure that my clients receive the highest level of professional care and service at every stage of the working relationship. We recognise the need to avoid jargon and keep the advice SIMPLE, clear and concise without any obligation to follow our advice. Our Regional Office is based in Newbury, but we cover Basingstoke, Reading, Oxford, Guildford, Swindon, Slough and all surrounding areas. All meetings can be face-to-face, by digital media or telephone - which ever is your preference. With over 25 years experience, living in five Countries and assisting clients globally, our focus now is very much on the UK. The initial meeting would be a fact finding exercise; finding out more about you, your current situation, your plans for the future, dreams aspirations and concerns. We can look at what you currently have, what your targets are and whether there is any shortfall in your plans. Together we can then design the perfect financial plan to meet your individual situation. You would have unlimited access to us by phone, email, digital media and face-to-face. In addition we offer an on-line portal to monitor your plans. Annually we would review your situation and plans and ensure they are still on track. Creating the future you imagine for you, and your family almost always has a financial aspect. Whether you’re buying your first home, or working out what kind of retirement you want, a detailed, personalised financial plan will help you achieve your lifegoals and ambitions. Every piece of financial advice we give at St. James's Place has one simple goal – your personal goal. I share your values and plans, tailor my advice to fit them, and help you use your money to create the best future for yourself, and your family. We can help you with matters surrounding savings, investments, estate planning, retirement planning including accumulation and withdrawing from pensions. Throughout our lives we can have many different jobs and move around frequently. Sometimes we can forget about previous pensions that we have contributed to or had set up with companies we’ve worked with. Most people during their lives, work for 9+ Companies*. Have you paid into a scheme and lost track of this? And best of all, we provide you with advice both pre and post retirement so there is always someone available to offer you the advice you need. We aim to deliver on our commitment to you by: • Providing personal, face-to-face financial advice from an experienced Partner • Giving you the opportunity to review your financial affairs regularly • Helping you manage your investments effectively • Ensuring that our correspondence and literature is clear and easy to understand • Listening to your feedback • Ensuring that our dealings with you are sensitive to your needs. We want your experience to be positive in every sense and for all of your dealings with us to meet with your complete satisfaction. *According to The Association of British Insurers Simple Wealth Solutions 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 http://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. SJP Approved 18/04/2023 To book an introduction meeting, copy and paste into your web browser; https://calendly.com/simplews/experiment1et
I left school and joined Liverpool Victoria. Since that day financial planning has been my life.
Meeting new people and finding the time to understand their current situation and then being able to find solutions to their problems is just the first step.
What I love most is the relationship I build up over time with my clients. The trust that develops and the satisfaction I get in seeing my clients dreams come true with the plans I helped put in place is truly amazing.
I have helped clients globally, and I have received many endorsements and personal recommendations - many of which are now on my Linkedin page
The satisfaction of running your own business is overwhelming.
To be able to provide 'guaranteed' advice and have the support and technical knowledge of St. James's Place behind me gives me the confidence that my clients can see first hand.
I do not work conventional hours, but I do ensure I have plenty of family time also.
With over 25 years experience of advising clients globally whilst also working in five different Countries, I have developed a style that is both relaxed whilst remaining professional. I am not forceful or 'salesy' and I seek clients that want long term professional advice and service.
With the backing of St. James's Place, Simple Wealth Solutions is able to provide a unique Investment Management process that brings confidence to all of my clients.
FCA regulated, with advice guaranteed.*
https://www.linkedin.com/in/markglennsaunders/
*St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at http://www.sjp.co.uk/products.
I offer advice to clients both face to face and remotely.
Remote meetings can be via phone, Zoom or Teams Video.
To book an introduction meeting, copy and paste into your web browser; https://calendly.com/simplews/experiment1et
4.94/5.00
based on 37,424 reviews
I cannot reccomend Harry enough! He made the full experience seamless and always kept me up to date on the progress of application, he always was so quick at coming back to any questions I had and explained everything so clearly. Thank you Harry
03 May 2024
The service provided by Anish was more than 5 stars, from my initial contact and continuing right through to now. He is very easy to work with, and extremely informative throughout. Always has the time to answer my questions and queries. I look forward to many more years with KWM and especially Anish.
26 Apr 2024
I recently had the pleasure of working with Sati to secure a HMO mortgage and I couldn't be happier with the experience. Sati was incredibly efficient, securing the mortgage quickly without any hitches. Communication was top-notch; he was always available to answer any questions and made sure I was well-informed at every step of the process. It’s rare to find someone so committed and capable. I highly recommend Sati to anyone looking for a hassle-free mortgage experience with a truly professional touch!
23 Apr 2024
