Our Promise

Our Promise

The tailored service we provide to you will include:

Face-to-face review meetings.

Availability to speak on the telephone between review meetings to discuss any financial matters important to you as your needs change over time.

Regular financial communications tailored to you and your interests.

Through our regular client service review meetings, we will:

Understand your financial circumstances and objectives.

Fully review your financial goals and adapt to any changes.

Review and, if applicable, rebalance your investment portfolio and fund choices.

Help you maximise your annual tax allowances.

Keep you up to date with legislation and Budget changes.

Working together, you will:

Have a clear understanding of your personal and financial objectives

Have a plan in place that is risk-adjusted and aligned to your objectives

Have a proactive process in place to review your financial plan

What we ask from you?

That you be committed to your financial planning.

That if we depart from our promise to you, you let us know so we keep you satisfied.

That if you are happy with what we do for you, you refer a friend, a colleague or family.

Our 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 at www.sjp.co.uk/products. This quite simply gives you reassurance and peace of mind when planning your financial future.

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Lucerna Wealth together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see our Privacy Policy.
Ovie has been great to work with. He provides detailed, practical suggestions and is then able (and willing) to talk them through so that the right choices are made. I’ve particularly appreciated the time he takes to follow up, so that there is time to review, confirm or adjust decisions. A pleasure to work with.
T. NASH, CEO AT EDWIN COE LLP
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Ovie and his team at SJP provide a first class financial planning service. Many thanks for your recommendations and guidance!
S. Ruby, EMEA DR Sales Head
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Ovie assisted me with detailed pension advice that was helpful in terms of coming to a balanced decision, which otherwise would have been a rather lengthy procedure. I value the efficiency and effort Ovie and his team brought to bear on what was a beneficial outcome. I’d be happy to recommend him and the services of Lucerna Wealth.
G. Tamas, EMBA ACMA
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Ovie has looked after both myself and my daughter’s investments for a number of years. Professional, always available and responsive when needed, proactive in making recommendations and a joy to work with. I am exceptionally pleased and grateful for his advice. Strongly recommended.
M. Lithgow, CBE CEng FIET
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Ovie helped me organise my finances in UK and saved me substantial sums recommending tax efficient investments. He is able to understand our financial goals and needs very well and never pushes any investment that is not in our best interest. Highly recommended!
B. Jha, Managing Director Jindal Steel and Power
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I've worked with Ovie since 2019. He has *consistently* been a trusted advisor, explicit about the pros and cons of certain financial decisions and encouraging me to make informed decisions based on my long term goals. He is proactive, flexible and responsive and makes himself available as required; he presents complex information in an accessible and transparent way. For all these reasons, I am very satisfied with the service he provides and would not hesitate to recommend him as a Financial Adviser.
Dr. D. Atewologun, Dean of the Rhodes Scholarships and Director at Delta Alpha Psi
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Ovie is an excellent Wealth Manager who really understands his clients needs and ambitions. He has provided brilliant advice and innovative solutions. What impressed me most about Ovie is just how personalised his approach is and how responsive he is to various queries. I highly recommend him for advice and financial planning.
Director, FTSE-listed alternative asset manager
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I rate Ovie and his team very highly, they have helped me secure a £1m+ retirement fund by restructuring my pensions in a much more effective way that is better suited to my circumstances.
R. Tribe, Head of Strategy Consulting at Osprey Clarke
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I would recommend Ovie to anyone looking to plan their financial security. He is excellent at explaining what can feel like an alien language and presenting options for you to consider. I've felt over the last 3 years we have become friends rather than just my financial adviser.
M. Chamberlain
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Privacy Policy | Site disclaimer | Terms and Conditions | Accessibility | Follow us on LinkedIn | 0203 9123751

Lucerna Wealth 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 ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives

Registered Office: 30 Lombard Street Langbourn London EC3V 9BQ.

SJP Approved 06/10/2023

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