Ilias Maroulis
I build long-term relationships with individuals and small to medium size businesses and assist them to optimise their existing wealth and tax position. I make sure my clients utilise their tax allowances/exceptions/ wrappers in the most tax-efficient way, invest appropriately and protect their valuable assets. My technical background enables me to build comprehensive, detailed and holistic financial plans which take into consideration all financial and life factors. I help my clients reach financial independence along with the feeling of being financially secure every moment during this journey.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
About
Outside of work I enjoy playing and watching football, basketball and tennis. Also, like cooking, exploring restaurants in London and places around the world.
The Partner Practice 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 the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
