SHERWOOD SOLUTIONS, Senior Partner Practice St. James's Wealth Management

Financial Services - Sheffield, England, United Kingdom

SHERWOOD SOLUTIONS, Senior Partner Practice St. James's Wealth Management Employees
Dineo Ledwaba-Chapman

Financial Planner at Sherwod Solutions Ltd

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Andy Mackay

Financial Adviser at Sherwood Solutions

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SHERWOOD SOLUTIONS, Senior Partner Practice St. James's Wealth Management Details

At Sherwood Solutions, a Senior Partner Practice of St. James's Place Wealth Management, we specialise in Corporate and Private Wealth Management. Sherwood Solutions was established in 2002, to manage, protect and grow our clients' wealth throughout their lifetime and for generations to come. Our knowledgeable and expert advisers forge longstanding relationships with our clients based on trust and understanding to provide a truly holistic financial planning service tailored to individual needs, this in turn gives both private and corporate clients financial peace of mind. For the families we look after, our services encompass tax-efficient savings and investment planning, retirement planning, estate planning and intergenerational wealth management, including mortgages and protection. Working with business owners and executives, from SMEs to large multi-nationals, we create a financial plan covering all aspects of corporate wealth management: pensions, protection for directors, key employees and shareholders, tax reliefs and aspects of exit strategy planning. 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. Sherwood Solutions is a trading name of Sherwood Corporate Solutions Limited. The 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 the titles 'Partner' and 'Partner' Practice are marketing terms used to describe St. James's Place representatives.

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Employees: 8
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Location: Sheffield, England, United Kingdom
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