PROFESSIONAL FINANCIAL ADVICE IN YORKSHIRE

Helping clients to achieve their ambitions and goals is at the heart of everything I do. I provide clear and simple advice and I am always on hand to discuss clients requirements, whether that be via Face to face meetings, phone calls or video chats. 

Ian Chaplin DipFA

WEALTH MANAGEMENT CONSULTANT AT SOVEREIGN WEALTH

My Approach

My objectives are to provide a bespoke and personalised financial planning service tailored to each of my client’s specific needs.

Having been in the financial services industry for over 20 years, I accepted an invitation to join Sovereign Wealth Private Clients in 2017. My many years in the sector has given me the opportunity to build an exceptional knowledge, which allows me to advise my clients on a wide range of wealth management products to suit their needs.

By working closely with my clients and their families, I am able to build a robust and intergenerational plan for the whole family, whilst providing regular reviews of both their circumstances and investments ensure plans stay on track.

I also work closely with their other advisers including accountants and management companies to ensure appropriate solutions can be found for any given situation.

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.

 

How I help

Connect with us

You can find out more about how we help our clients by connecting with us on Linked In.

 

 

Links

Please note that clicking a link will open the external window in a new window or tab. Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, products or services by St. James's Place.

Sovereign Wealth Limited 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 www.sjp.co.uk/products. Sovereign Wealth Limited is a limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.