I have over 19 years’ experience in the financial services industry, of which I have spent nearly 10 years specialising in later life advice, more specifically, providing advice and solutions to clients who need to fund the costs of care.
I offer you face to face advice that takes into account your personal and financial circumstances. I aim to build strong and trusted relationships with all my clients by offering a high quality, professional and personal service that enables you to have peace of mind that your financial planning is being competently managed.
For every client or Power of Attorney, when professional care is needed it can be a very difficult and emotional time. I am always mindful of this and endeavour to make the whole process as easy and straightforward as possible. Everyone’s circumstances are unique and therefore, a true understanding of an individuals’ circumstances is important and this is why I take the time at our face to face meetings to know my clients, fully appreciate their circumstances and provide a bespoke solution to meet their needs.
As an adviser of a Partner Practice of St. James’s Place Wealth Management, I am fortunate to have significant resources available to be able to meet a wide spectrum of client needs. This helps you then make informed decisions about your own situation.
How Sylvie can help you
I appreciate that financial planning often affects not only my client but also their family and therefore, I aim to provide an intergenerational approach to providing advice. This offers multiple generations the benefit of my advice. Although I specialise in later life advice, I am also able to provide advice in respect of investment planning, retirement planning, inheritance tax mitigation and protection.
Locations where I offer support
I support clients based in Essex and Suffolk
How to contact Sylvie
Email – firstname.lastname@example.org
Web – Shepherd Financial
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
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 title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.