William is the Founder and Director of LAS Wealth Management. Since 2009 he spent his Wealth Management career working in Zurich, Barcelona & London. Priding himself on his ability to deal with a broad spectrum of Financial Planning needs, he has built a reputation as an excellent Financial Wealth Manager who can be relied upon to deliver.
William’s core principles are based on providing advice you can trust, explained without jargon and where the long term relationship is paramount to the quality of advice provided. He achieves this through providing advice with integrity and a comprehensive step by step approach, making clients quickly feel at ease. Working with St. James's Place will provide William’s clients with a support network and level of service that he believes is unprecedented in the financial industry.
Sumit’s involvement with the company started when it was first founded in 2013. As a qualified accountant and Partner in a London based firm, Sumit needed a trusted adviser for his clients Financial Planning needs and he began referring them to William. As both his and William’s attitudes towards client relationships, service levels and work ethic were shared, the relationship was extremely successful.
As a result, Sumit joined the business on a non-advisory basis focusing on Business Development. Due to his experience in running a successful Accountancy Practice and Tax Planning Boutique, he has the ability to identify the type of potential clients and contacts who LAS Wealth Management can be of service to.
Sunil is our Business Development Consultant who joined in 2018. Whilst studying at University in Accounting & Finance, Sunil worked as an intern for an Accountancy Practice and Tax Planning Boutique. After graduating, he started working as a FX Trader where he gained an excellent reputation for his ability to network and establish strong relationships with clients.
Sunil is currently under a programme which allows him to become a fully qualified financial adviser for LAS Wealth Management, whilst his current responsibilities entail identifying new business opportunities and clients for the Practice. He achieves this by working with his large network of individuals whereby excellent communication, interpersonal and listening skills are vital. Outside of work Sunil enjoys watching and participating in a variety of sports as well as being an avid reader.