Jensen Wealth Management Revenue

About Jensen Wealth Management

At Jensen Wealth Management we provide bespoke financial planning advice to both individual and corporate clients throughout the UK. We take pride and dedication in maintaining long term personal relationships and support. Our ongoing service proposition helps our clients to reach their financial goals through our comprehensive long-term tailored plans. I established a Partner Practice with St. James’s Place in August 2017. My office and team are based near Marlborough in Wiltshire. With nearly two decades of experience in the Financial Services profession, I specialise in a personal approach to financial planning. By understanding your individual goals, I will develop a Wealth Management strategy to meet your financial objectives. With over 17 years’ experience in the Financial Service Industry in a variety of different roles, Rachel joined Jensen Wealth Management in March 2020. Rachel works closely with clients and prospective clients to develop tailored financial plans. Rachel is my wife and helped me develop Jensen Wealth Management and is very much involved in running the business. Jensen Wealth Management Ltd 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 managements products and services, more details of which are set out on the Group’s website at www.sjp.co.uk/products

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