Sentient Wealth Management LTD
17 Silverdale Road
Petts Wood
Orpington
BR5 1NH
We are an independent financial planning firm based in the Borough of Bromley.
Our name, Sentient Wealth, defines our approach to financial planning. We are sentient: able to perceive or feel things. We believe financial planning should stem from a thorough understanding of our clients’ goals, challenges and concerns.
Our Director and Financial Planner, Fotis Joannou, has worked in financial services for over 20 years. His passion is helping our clients to live the lifestyle they want, when they want, without worrying about money.
We help the following people create the lifestyle they want through strategic financial planning:
• Families: We help you to provide, protect and plan for your family’s future.
• People approaching retirement: We help you to enjoy the retirement you want, without worrying about money.
• Business owners: We help you to achieve financial success for your business and your family.
• Widows: We help you to get financially organised, feel secure and live life to the full.
• Divorcees: We help you to get a fair settlement and begin this new chapter with confidence.
There are several key reasons why people choose us:
• We are Financial Planners: We listen to what it is you want from your future, then create a plan that will help you achieve that.
• We are independent: We make bespoke recommendations from the whole of the market.
• We are local: We like to think of ourselves as a local firm; there, on your doorstep, whenever you need guidance.
Fotis Joannou is a registered individual of Sentient Wealth Management which is authorised and regulated by the Financial Conduct Authority. FSR number 786005.
Investment
Independent Advice - We will advise and make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market.
Investments can fluctuate in value and investors may not get back the amount they invest.
Non-investment protection contracts
We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.
The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.