Welcome to Optimum Wealth Management, a Partner Practice of St. James's PlaceWealth Management. We specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are therefore more complicated than most.
Key areas where we can help are:
- Investment Expertise - Build wealth through the distinctive St. James's Place approach to investment management.
- Pre Retirement Pension Planning - Review your existing arrangements, plan for the future making use of tax efficient vehicles.
- At Retirement Pension Planning - Advice on your options at this important time.
- Care Home Fees advice.
- Financial Protection - Ensure that you and your family are protected against the financial effects of premature death or serious illness.
- Inheritance Tax Planning - Organising your affairs to minimise the amount of tax paid by your estate.
We offer a complimentary no obligation meeting, as we see this as an investment in new client relationships.
I hope that you find our website informative and we would welcome the opportunity to discuss how we can provide a personal wealth management service designed to meet both your short and long term needs and aspirations.
Daniel Kitchen DipPFS