Sj Wealth Management Ltd
Corporated in 2017 - with a view of building a team of advisers that can offer thoughtful, objective Holistic Financial Planning to individual Clients and Businesses in Kent and the South East. The Ethos has always been to be approachable and to work with our clients to ensure we listen, work with and assist as much as we can. With the Director of the Practice still at the heart of the company, providing independent advice since 1997. Highly experienced in Pre and Post Retirement Planning, Planning to protect your estate to pass on to loved ones and to ensure your Later Life is as comfortable as can be. Approaching every single client with an empathic unbiased view and a willingness to help.
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4
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Distinct roles
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organic / mo
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Top roles at Sj Wealth Management Ltd
3 distinct titles indexed · top 3 shown.
- 1financial services administrator
- 1independent financial advisor
- 1trainee mortgage adviser
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