Sinclair Wealth Management Ltd is an independent financial advisory firm offering holistic financial planning and wealth management services. Founded by Jonathan and Lucy Sinclair, the company focuses on building long-term relationships with clients to help them achieve their financial goals. Their services encompass investment strategy, retirement planning, financial protection, and estate planning. The firm operates as an Appointed Representative of ValidPath Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

Australia