Sunil Kumar
Having worked in financial services since graduating in 1999, I have almost 20 years' experience (CF30) as a financial planner, having previously worked with HSBC, Charles Derby, Sandringham FS, Wesleyan FS and BPC Wealth Management before joining Oakwood Capital Wealth Management. I’m skilled in a wide range of advice areas that includes pensions, savings, complex financial planning for high-net-worth clients, decumulation and inheritance tax planning, SSAS, trusts, and later-life advice such as bereavement support.
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.
