Sanjay Wadhia
DipPFS, CeMAP
I have worked in financial services for over 24 years and built a reputation as an excellent and trusted financial wealth manager who can be relied upon to deliver.
As Founder of SWFS Ltd, a Partner Practice of St. James's Place, I offer a bespoke wealth management service. I do not believe in off-the-shelf, one-size-fits-all solutions. My philosophy focuses on maintaining long-term relationships with my clients, helping them create a firm foundation on which they can meet their financial objectives and look to the future with confidence and optimism.
About
My career in financial services industry started after I graduated from Nottingham Trent University in 1997, with a degree in Business and Engineering. I then joined the Lloyds bank graduate scheme where I qualified as a Financial Adviser. In 2003, I was invited to become a St. James's Place Partner and established SWFS Ltd, to provide wealth management advice to individuals, families, businesses and trustees based on their needs and circumstances. I am very proud of the Practice I have built up and the great team who support me.
I live in Hertfordshire with my wife and two children and love playing golf!
Testimonials
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.
