Gurjit Soggi
Transitioning to a New Career as a Wealth Manager @St. James's Place
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WORK HISTORY
Transitioning to a New Career as a Wealth Manager @St. James's Place
Derby, GB
At SJP, we exist to give you the confidence to create the future you want. We do this through face to face financial advice, delivered exclusively by qualified, expert advisers who make up our Partnership. We also provide access to our leading range of investment products.
EDUCATION
University of the West of England
BA Hons, Financial Services
SKILLS
ABOUT GURJIT SOGGI
As a Chartered Wealth Manager at St. James\'s Place, I bring over 27 years of experience in the asset management industry to help individuals, families, business owners and charities achieve their financial goals. My role focuses on providing personalised wealth management solutions, leveraging the extensive resources and expertise of St. James\'s Place, one of the UK\'s leading wealth management organisations.My background in investment strategy, portfolio management, and fund selection enhances my ability to offer comprehensive financial advice tailored to each client\'s unique circumstances. Having previously managed multi-asset portfolios and led investment teams, I possess a deep understanding of financial markets, risk management, and the importance of diversification in building robust wealth strategies.Why I Do This WorkBeing exclusively focused on the investment side for much of my working life, I previously overlooked other critical financial planning tools. This experience taught me the importance of developing a comprehensive financial strategy that not only grows and maintains wealth but provides holistic peace of mind.What I OfferAt St. James\'s Place, I am committed to:Developing long-term relationships based on trust and transparencyCrafting bespoke financial plans that align with clients\' life goals and risk toleranceProviding expert guidance on investment management, retirement planning, tax efficiency, and estate planningI combine analytical rigor with a client-centric approach, ensuring that each wealth management strategy is not only financially sound but also aligns with the individual\'s or family\'s broader life objectives.Outside of my professional life, I am a father of three, a health and wellness enthusiast, and an avid reader of personal development literature. These personal interests inform my holistic approach to wealth management, recognising that financial well-being is an integral part of overall life satisfaction.The value of your investment can go down as well as up. You could get back less than you invested.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 The title \'Partner Practice\' is a marketing term used to describe St. James\'s Place representatives.SJP Approved29/01/2026
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