A Partner Practice of St. James's Place Wealth Management
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Punam Sharma

DipPFS Cert CII (FS)

Based in Nottingham, I provide wealth management advice to clients both within the East Midlands, and more widely throughout the United Kingdom.

About

Based in Nottingham, I provide wealth management advice to clients both within the East Midlands, and more widely throughout the United Kingdom.

I have more than 20 years of experience in the financial services industry, including senior roles at well-known global institutions, providing expert advice to private clients and business owners.

I was delighted to be invited to join St. James's Place Wealth Management 5 years ago as I saw this as the perfect opportunity to provide my clients with an holistic wealth management service backed by the reassurance of guaranteed advice and a robust investment strategy.

I build my business exclusively on introductions from my clients and from my other professional relationships. It is for this reason that I pride myself on the high quality, professional and personalised service that I offer.

I build long-term relationships with my clients and their families, getting to know them and what is important to them. Only then can I help my clients make some of life's key financial decisions. It is not unusual for me to work alongside other professionals, to ensure that my client's needs are always at the heart of my recommendation.

I ensure that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able offer a rounded, professional and principled service.

Charity is important to me, and I am proud to be a part of an organisation who is passionate about raising money for financial support for those in need, the help is given locally and on a national level. I support St. James's Place Charitable Foundation, helping to promote awareness and raise funds to help those in need.

Outside of my business, I enjoy cooking, music and time with my family and friends.

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.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Promotions

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We have many years of experience in wealth management and we are dedicated to your financial well-being.

My team are dedicated to your financial well-being.

Ian Price

Divisional Director of Pensions

Obi Nnochiri

Head of Tax & Technical Support

Gavin McGhee

Asset Management Consultant

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Testimonials

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What can we say, Punam took all the stress off us- we literally handed over all our paperwork, nothing was too much trouble. She is so professional and knowledgeable. Will definitely recommend her.
J. Draper |Director, Villa St Motors Ltd, Derby
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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

AshleyJai Wealth Management Ltd is registered in England and Wales, Number 10815436. Registered Office: 1 Nottingham Road, Attenborough, Nottingham, NG9 6DN.