Getting clients to reach and surpass their financial goals.

About me? I’m a highly experienced and passionate adviser.

My client’s needs are paramount. We determine goals, which then I assist my clients to reach and surpass those financial goals. This is determined by analysis and advisory, from a wealth of financial solutions. Specialities are;

• Retirement planning which is inclusive of Pension reviews.

• Extracting profits from your business which are tax efficient.

• Investing for the future.

• Protecting what’s important and critical to you.

I am an Adviser at SLD Wealth, which is an established Senior Practice of St. James’s Place, a leading wealth management company – which I’m proud to be a part of St. James’s Place gives me the freedom to maintain a portfolio of clients by building lasting relationships with those clients St. James's Place manage the due diligence process, which essentially means that an extensive investigation in to the suitability and credibility of any new provider is undertaken before acceptance to the St. James’s Place panel of providers.

St. James's Place has a distinctive approach to investing, which is managed and monitored by its Investment Committee - This has proven to be the cornerstone of its success. With a global approach to investing, St. James's Place Investment Committee acquire some of the finest Fund Managers and oversee their work aiming for consistent, superior investment results for our clients over the medium term.

See here our investment committee’s key focuses and why St. James's Place outsource the management of its funds -

https://www.sjp.co.uk/products-and-services/investment-management-approach

I joined SLD Wealth, in November 2018. Prior to joining, my 10 year career within the Finance Industry saw outstanding service to my clients, mainly focusing on Mortgage needs. After realising that my potential spanned further, I underwent studies to obtain a Diploma in Financial Advice. I swiftly gained the qualifications required, broadening the scope of my advice to Investments and retirement planning.

I pride myself on the level of advice and expertise given to my clients. This has proven to be valued by my clients, so much so, that I am often referred to their colleagues and loved ones.

I’m an energetic, positive, dynamic character who loves helping others – please do not hesitate to contact me directly on the below where I will be honoured to share no obligation advice.

Your home 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.

Meet the Team

Mel Davies

Director

Hayley Kneath

Wealth Manager

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