Satbir Rai
DipPFS Certs CII (MP & ER), IMC
I pride myself on delivering an exceptional service to my clients through holistic advice, building long-term trusted relationships and supporting clients achieve their financial goals and objectives.
About
With an ever-changing environment, I feel it is essential to create bespoke financial plans that are reviewed regularly to meet my clients objectives, which in turn gives clients peace of mind.
I work closely with individuals, couples, families & business owners, specialising in:
- Investment Planning
- Retirement Planning
- Estate Planning
- Inheritance Planning
- Personal and Business Protection
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 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.
