Reliance Wealth Management Ltd

At Reliance Wealth Management our clients can be reassured that by offering our services and products with the backing of the St. James's Place Wealth Management Group, you will receive the personal touch of a small business, whilst benefiting from the resources of a FTSE 100 company, their access to fund managers across the globe and a clear succession plan to help you meet your long term aspirations. Sean is the founder, owner and Director of Reliance Wealth Management, an Associate Partner Practice of St. James's Place Wealth Management. Responsible for Reliance Wealth Management’s overall strategy, he brings to bear over 25 years’ of experience in the delivery of bespoke wealth management plans for successful professionals. Although a fully qualified financial adviser already, Sean is studying towards chartered financial planner status, which is the highest level qualification for the profession. We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning. For full details of the range of products and services that are available to you, view our 'Wheel of Services'. Investment Planning The right investments can offer real opportunities to grow your wealth and protect it against inflation. Retirement Planning Regardless of the life stage you have arrived at, it's important to receive the right advice on your pension requirements. Protecting You & Your Estate Providing effective solutions to meet the insurance and protection needs of our clients. Corporate Services We understand that running a successful business can take priority over the time spent on planning the financial security of you and your employees. Banking & Mortgages We understand that people have little time to manage their finances as effectively as they would like. Other Services We have a strong network of professional connections, should you require advice in more specialist areas of wealth management.

Address: 3 Moorgate Place, London, EC2R 6EA, UK

Phone: +44 2071833636
FAX: +44 2071129009