Claremont Financial Planning was set up in 1994 by John Kiely and, due to its success, was invited to join the prestigious St. James's Place Partnership in 2006. Below are details of the various services that are provided:

Asset Management We recognise that successful investment, whether it is in the form of pension provision, capital creation or income maintenance, is critical to your future well-being, but it is a field which presents a unique challenge as future performance is unpredictable.     more

Building and Preserving Capital For the great majority of our clients, aiming to achieve significant growth in the value of their capital over time and then preserving the value of that capital for themselves and their children, is a key objective.     more

Inheritance Tax Planning If you are deciding who is to benefit from your Estate or are expecting aninheritance yourself, careful planning can prove of vital importance.     more

Working with other specialists Although, like me, all members of the St. James's Place Partnership are expert advisers in their own right, some have exceptional expertise in specific and often highly technical areas.     more

Our Philosophy Our core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning individuals and business clients.     more

St. James's Place Guarantee     more