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Michelle Sheppard Principal |
The advice we give is very dependent upon getting to know our clients well and understanding their requirements now and in the future. After an initial meeting to discuss this in detail we can then prepare our recommendations which we will present to you at a further meeting when you will also have time to ask any questions you may have. If you are happy with the advice given we will then help you in putting these recommendations in to action.
During our initial meetings we will complete a financial review which helps us build a picture of your current financial situation.
| Mortgages |
First time buyers
Home Movers Buy to Let and Let to Buy* Remortgages Commercial Premises* |
| Investments |
Investing for income and/or growth inc ISA's
Regular Savings Portfolio Management Trustee Investments Retirement Planning Pensions |
| Protection |
Life Assurance
Critical Illness insurance Income Protection Business Assurance inc Keyman and Shareholder protection Family Protection Inheritance Tax Planning Long Term Care |
| General Insurance |
Personal ie Buildings and Contents
Commercial Insurance |
For certain specialist advice we may introduce another St. James's Place Partner who has exceptional expertise for that particular issue. This ensures that our clients receive only the best advice available.
*These areas are not regulated by the Financial Services Authority.
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