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Innovia Wealth Management
Description
Innovia Wealth Management, founded by Sofie Symonds, a Chartered Financial Planner, is a distinguished Chartered Fellow firm committed to delivering bespoke wealth management services with the highest standards of quality, professionalism, and expertise. We specialise in serving SME/business owners and private clients throughout the UK, offering comprehensive and tailored wealth management solutions. As a Partner Practice, Innovia Wealth Management is an Appointed Representative of St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. Our advice focuses exclusively on the Group’s wealth management products and services, as detailed on their website at https://www.innoviawm.co.uk. Please note that the terms ‘St. James’s Place Partnership’, ‘Partner’, and ‘Partner Practice’ are used for marketing purposes to describe representatives of St. James’s Place.