HENRI JAMES WEALTH
HENRI JAMES Wealth was created by Sarah Stallard. Building on the experience gained while working for a specialist Pension and Investment IFA firm, HENRI JAMES Wealth was created to offer quality, bespoke independent financial advice for both private and corporate clients.
We offer an experienced portfolio management service. We manage your portfolio of funds, whether invested for growth or income, held in the most tax efficient environment, and we review them formally on a monthly basis. We track the funds' individual and collective performance, their volatility, correlation, risk metrics and risk ratings and we contact the fund managers directly to make sure their objectives are aligned to yours. We differ from stockbrokers as we believe each fund manager and their research teams are specialists in their niche market hence we select the best funds for each sector within our chosen asset allocation model.
Providing the highest standard of personal service is of upmost importance to us, and we work closely with other related professionals to ensure we offer a complete service to our clients. We look forward to building and maintaining long standing, rewarding relationships.
Sarah Stallard DipPFS
BSc Management, London School of Economics
Independent Financial Adviser
Having graduated from the London School of Economics, Sarah has continued to build on her strong academic foundations. Working as an IFA for a specialist pension and investment firm, she has extensive experience ranging from portfolio management, tax and estate planning, and creative retirement planning including unquoted shares and commercial property purchases using self invested personal pensions (SIPPs).
Sarah builds and maintains strong working relationships, and will go the extra mile to deliver above expectations. She is extremely personable and happy to meet clients both in the comfort of their own homes or offices, and to welcome clients into our prime location offices. She believes it is important to move at the clients' pace and therefore will spend as long as they require answering any questions that occur.
Prior to becoming an IFA Sarah competed on the international tennis circuit and hence sport plays an important role in her life outside of work.
Henri James Wealth is a trading style of Henri James Wealth Limited, which is authorised and regulated by the Financial Conduct Authority.
Registered Office: Goodridge Court, Goodridge Avenue, Gloucester, GL2 5EN. Registered in England No 08385302