Gavin Pannu DipFA, MSTA, CFTe Founder & MD of Tradenomic Financial
''City Trader to Financial Adviser''
With over a decade of experience as a trader and analyst, I have a deep understanding of the investment industry I have had the privilege of working with some of the leading firms in the City of London I want to share my knowledge and help secure your financial future so you can enjoy the important moments in life.
Mission Statement
We provide our clients with highly personalised solutions, portfolios and outcomes using innovative technology that identifies major trends in the markets We use institutional methods to create a bespoke and a sophisticated journey in finance that builds long-term relationships that offers our clients unique lifestyle concierge services
Executive Summary
Tradenomic Financial is a financial advisory offering sophisticated wealth management and financial planning to our clients We aim to provide personalised and comprehensive goals-based financial planning services to clients across the United Kingdom. Our team includes individuals who have worked with top-tier firms, including our MD who has worked as an analyst and trader for the past decade and wants to bring institutional methods to financial advice We will work closely with our clients to understand their unique financial goals and create customised plans that align with their needs using innovative strategies. Our firm differentiates itself from the wider market by providing exceptional customer service, use of innovative technology and provide unique institutional-based methods to understand our clients' financial situations whilst ensuring the highest ethical standards
Sophisticated Financial Solutions and Lifestyle Concierge Service with St. James's Place
Our Financial advisory ensures our client's have a one-stop home for all their financial solutions which includes the following range of services:
Wealth and Investment Management
Tax Planning and Estate Planning
Access to Banking & Mortgages
Protection and Insurance Planning
Corporate Services
Retirement Planning
Intergenerational Wealth & Succession Planning
Risk Management / Portfolio Management / Goals-Based Planning
Our Private Clients† gain access to solutions that meet their financial needs and lifestyle needs with:
Dedicated Client Manager
First-Class Global Lifestyle Concierge Service*
*St. James's Place Concierge Service delivers a personalised lifestyle service to ensure you make the most of every moment and elevate every experience from tailor-made travelling, the best seats in the house, and access to unbookable tables at the most celebrated restaurants.
†Private Clients must meet application criteria
Partner Practice of St. James's Place (SJP)
As a Partner Practice of SJP brings many benefits to our clients:
One of the UK's leading provider of wealth management and a highly reputable company listed on the FTSE250.
Offering peace of mind and reassurance with Guaranteed Advice* SJP has complete confidence in our ability to offer our clients a guarantee to the suitability of the advice provided.
Access to Whole of Globe Fund Managers with over 50% of our strategies unique in comparison to the wider market.
Our panel consists of the Best-In-Class Providers based on a strict due diligence process
Access to a Top-Tier Investment Management Team with a comprehensive approach to investment selection based on quantitative and qualitative measures.
*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.
Our Ongoing Dedication to our Clients
In-person or virtual meetings to discuss your financial situation
Accessibility all year round via telephone to discuss any important financial matters
as your needs evolve over time
We offer clear guidance in all aspects of your financial well-being
Empower you to make informed decisions with our support
Thoroughly assess your financial goals and make necessary adjustments
Assist you in maximising your annual tax allowances
Keep you informed about changes in legislation and budget
Help you assess your investment risk tolerance as your priorities and circumstances change, ensuring your investments align with your needs
Convenient 24/7 online access to your Wealth Account
Weekly Newsletter to summarise important market, economic, and personal finance news
Tax year-end reminders of available allowances and tax-saving opportunities
Annual valuation reports detailing the performance of your investments
Access to our live Webinar service, which delivers timely and relevant financial news
''Expertise from the Trading Floor to your Portfolio''
Our Commitment to our Clients
Responsiveness: We understand that timely communication is crucial in maintaining a strong client-adviser relationship We commit to responding promptly to client inquiries, requests, and concerns within 24 hours during regular business days
Sophisticated Financial Solutions: Every client has unique financial goals, circumstances and risk tolerance. We commit to understanding each client's specific needs and tailoring financial solutions that align with their objectives. Our recommendations will be objective and designed to optimise the client's financial well-being
Transparent Fee Structure: We believe in transparent pricing and ensure that our clients have a clear understanding of our fee structure Before engaging our services, we will provide a detailed breakdown of fees in your personalised illustrations. We are always acting in the best interest of our clients.
Education and Empowerment: We are committed to empowering our clients with financial knowledge and understanding We will explain complex financial concepts in a clear manner, ensuring that our clients make informed decisions We may also offer educational resources, workshops, and seminars to enhance financial literacy.
''Planning a better Tomorrow, Today''
We believe in being transparent with our clients about our advice fee and ongoing advice charges. Examples of these charges are included in the 'Key facts about our costs and services' document that you will receive, and we will discuss them with you during our meetings. The cost for our advice is paid for out of the overall charges levied on your investment, and the specific amount charged will be provided to you in a personalised illustration before an agreement is signed. We understand that you may have questions, so please contact us. Please note that the value of your investment with us is directly linked to the performance of the funds selected and may fall as well as rise. There is a risk that you may get back less than the amount invested.
We value the confidentiality and privacy of our clients' information. We adhere to strict data protection protocols and maintain secure systems to safeguard client data. We will never disclose any personal or financial information without explicit consent, except as required by law.
We take client feedback seriously and are dedicated to resolving any concerns or complaints promptly and fairly. Clients can expect a thorough investigation, transparent communication, and appropriate action to address their concerns.
Tradenomic Financial 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 www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Tradenomic Financial is a trading name of Tradenomic Limited which is registered in England & Wales No. 14718971. Registered Office: 9 Frays Avenue Garden City West Drayton Middlesex UB7 7AF.
