Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
Ray Sommerfield - Partner and Wealth Management Adviser
Ray has been involved in advising individuals, families, and businesses, plan for their financial future since 1996 helping clients achieve investment and saving goals and comfortable retirements. He has worked with in St. James's Place as an executive manager supporting and training many advisers and now, as part of Swann Financial Consultancy, is one of our Senior Partners.
Ray further specialises in tax and trust planning, helping legacies pass to families with the minimum amount of stress whilst also mitigating tax. Ray is also a respected public speaker on this subject often addressing large groups at venues around the UK.
Ray is married with two children and in his spare time is very actively involved in the local community running events and fund raising for the community. Ray is also a fisherman and has a narrow boat to enjoy when he has time.
Trusts are not regulated by the Financial Conduct Authority.
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.