Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation.
As an Associate Partner of St. James's Place Wealth Management, I can provide you with a personal wealth management service designed to meet your short and long-term needs.
I can help you reach your financial goals by offering you the appropriate advice and guidance now, and by checking that any plans put in place remain effective in the future if legislation or how your circumstances change.
Whatever your situation, I will work closely with you to create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business.
Some of the services I offer include:
- Retirement planning
- Onshore and Offshore investments
- Inheritance tax planning
- Protection (life, critical illness, income protection)
- Corporate planning, corporate pensions, employee benefits
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.