Michael Lockyer joined St. James’s Place as Weald Wealth Management in 2010 following over 30 years working in the Financial Services industry, the vast majority of which was spent running a successful financial services business that he sold in 2008. All of this experience is being brought together to provide a premier financial planning service as a Partner Practice of St. James’s Place Wealth Management.
With the benefits of guaranteed advice and the best of breed approach available to us as part of St. James’s Place we are able to offer a complete service to clients in all aspects of financial planning.
The Practice has a philosophy that focuses entirely on maintaining long-term trusted relationship with clients, demonstrating quality, integrity and excellence. This philosophy gives both private and business clients peace of mind in the constantly changing financial world we all live in today. Many new clients come to us as a result of personal recommendation by existing clients which is the best way to grow our business and recognises how well regarded we are by our expanding client base.
Planning for a secure future, be it for yourself, your family or for your business, is one of the most important steps that you will ever take. The best way to achieve your goals is to seek appropriate financial advice and guidance, and most importantly ensure that these plans remain effective in the future, no matter how your circumstances change. At Weald Wealth Management Limited this is a cornerstone of our proposition and a planned series of regular reviews will be agreed at an early stage to ensure that we are always on top of and in control of your financial affairs.
An initial consultation will be provided to prospective new clients without any obligation to take things further. This allows you to listen to what we have to say and decide for yourself whether our range of services and the access to expertise within St. James’s Place Wealth Management, in particular their distinctive investment approach, is right for you.
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