Joel Leversedge
CFP Chartered FCSI (Financial Planning)
I bring a personalised touch to financial planning, combining my expertise with a warm and approachable demeanour. With a focus on building meaningful, long-term relationships, I strive to guide my clients towards their financial goals with trust, care, and a deep understanding of their unique aspirations.
About
As a highly accomplished Wealth Manager, I bring extensive expertise in financial planning and have an impressive track record of success in serving business owners and high net worth individuals and their families. I have been awarded the highest global qualification for financial planners in the UK, the Level 7 Certified Financial Planner CFP™. This means I possess a deep understanding of complex financial markets, investment strategies, and risk management. My approach is built on meticulous analysis, tailored solutions, and a commitment to delivering exceptional client experiences. I excel at developing comprehensive wealth management plans that align with clients' long-term goals and aspirations, while helping to maximising returns and minimizing risks. With a strong emphasis on building longstanding relationships, I prioritise open communication, trust, and confidentiality. By leveraging my in-depth knowledge and expertise, I empower my clients to make informed decisions, optimise their wealth, and achieve financial prosperity.
In 2023 I was recognised as being in the Top 35 under 35 Financial planners in the UK by CityWire.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
