A dedicated and conscientious individual with broad knowledge and expertise. I began my career in the financial industry in 2005, after graduating from the University Of Essex with a degree in Economics. With experience in a variety of roles with leading financial institutions, I have built a reputation as an excellent financial wealth manager who can be relied upon to deliver.
I pride myself on building solid relationships, delivering excellent customer care and tailoring products according to the client’s needs. My ambitious nature led me to establish my own Wealth Management Practice, Clarence Place Wealth Management Ltd, a Partner Practice of St. James's Place Wealth Management, an industry leader in providing high class customer service and effective financial products.
By providing advice with integrity, with a comprehensive step by step approach, clients quickly feel at ease. This leads to long-term client relationships. This personal focused approach that I favour has led to excellent customer retention and the acquisition of new clients from client recommendation.
Chia Shamsaddini has been awarded the title Chartered Associate of the London Institute of Banking & Finance.
Chartered Status is the profession's gold standard for financial advisers. It confirms that every Chartered Associate has completed a suite of professional qualifications equivalent to a bachelor's degree.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at https://www.libf.ac.uk/members-and-alumni/members/ethics/
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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.