Dharmist Bathia
BSc, DipPFS
Many of my clients are SME owners or other professionals who are often time poor, with limited experience of investing and financial planning. These (often) high net worth clients are generally keen to save tax, build their long-term wealth and protect their family finances. My clients, like you, require my expertise to provide technical consultancy and financial advice to grow and maintain their wealth whilst benefiting from the reassurance that they are receiving the best advice for their circumstances. Having been in the industry for over 5 years I have developed strong working relations with my clients to help them build long term financial plans as tax efficiently as possible.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.
About
You may require advice on a broad range of planning matters such as suitable protection and investment planning, through to more complex retirement, or inheritance tax planning. My broad range of experience means I have the knowledge and skills to help you, whatever your circumstances.
Working with your solicitors and accountants, together we will put you at the heart of our respective services, and I have a strong understanding of business finance which is relevant to many of the SME owners and high net worth clients I work with on a daily basis.
I continue to develop my technical knowledge through exams and am keen to attain chartered status over the next few years.
Outside of work I am a keen sportsman and can regularly be found playing football, cricket and golf when the weather is good, or watching Manchester United on TV.
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.
