St. James’s Place Weath Management

About

I take pride as a Financial Adviser understanding exactly what you are trying to achieve, complementing this with a depth of knowledge to make you aware of other areas which may be affected, building your knowledge with specialist advice so you can make informed decisions for yourself, family or business. My emphasis is on maintaining a long-term relationship to provide a source of trusted advice as your financial needs evolve over the years.

I offer a no obligation initial consultation and if I cannot help you I will certainly point you in the right direction.

► PLANNING FOR A SUCCESSFUL RETIREMENT
I love working with my clients, sharing practical advice to plan what they need to do now, to achieve financial independence for the lifestyle they deserve and want in retirement. Includes advice around private & workplace pensions.

► PRESERVING & BUILDING CAPITAL
To Understand and Maximise the opportunities that exist throughout your life, not only looking to maximise income and savings through compound growth on investment returns, but to make sure we use all allowances efficiently, such as: Capital gains & dividends, ISA’s and more.

► TRUST | ESTATE | INHERITANCE TAX - PLANNING
Helping you to reduce your tax liabilities, using annual allowances along with efficient planning we can look at ways we can pass on your estate more efficiently to reduce any 40% Inheritance Tax liabilities which will fall on your chosen beneficiaries.

► WEALTH PROTECTION
Making sure you aware and giving you the opportunity to protect against your liabilities.

► INTERGENERATIONAL WEALTH
With increasing life expectancy, working with you to utilise collective family wealth most effectively.


If you need expert advice then do not hesitate to get in touch.

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