Vijay Sagu
Dip PFS, Cert CII(MP)
My aim is to work closely with my clients to understand what is important to them by building long term relationships.
I believe in holistic financial planning with a focus on helping clients reach their short, medium and long term goals and objectives whilst making it easy to understand.
I provide expert advice in all areas of Wealth Management including:
Family & Business Protection
Mortgage Advice
Retirement Planning
Tax Efficient Investment Planning
Inheritance Tax Planning
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
