Luke Moloney
Sutton Coldfield
Sutton Coldfield
Providing expert advice on Pensions and investment planning.
I help businesses and individuals to understand the options available to them in all areas of financial planning, so you are able to
- Maximise tax reliefs as government intended.
- Maximise wealth
- Protect against risk
Supporting my advice, St. James’s Place Wealth Management Group has over one hundred
in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. St. James’s Place also work closely with specialist, independent solicitors and accountants.
I always aim to provide a service that is clear, concise and in plain English.
If you would like further details please feel free to contact me.
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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.
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