I appreciate that your financial situation is unique, and therefore if financial advice is to be truly valuable it must be based on a comprehensive and detailed overview of your financial circumstances. However, unless your plans are acted upon and regularly reviewed, changes in your circumstances or the effects of inflation may erode their value.
As a Senior Partner Practice of St. James’s Place Wealth Management I can help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change.
In addition to my expertise I have access to specialists within the St. James’s Place Wealth Management Group, as well as links with other professional bodies including solicitors and accountants, thus enabling me to offer you a seamless wealth management service designed to meet both your short and longer-term needs.
I specialise in helping clients with Investment Planning and Pension Planning. This includes Pension Reviews, Pension Annuities, Group Pension Schemes, and Individual Savings Accounts. I also assist clients with Pension Splitting following Divorce.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and relief's from taxation can change at any time and are generally dependant on individual circumstances.