“I would like to be your trusted partner in managing, building and preserving your wealth”

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.

I provide a personalised wealth management service by working together with my clients to help secure the financial future they are looking for. Through careful planning and drawing from my many years' experience in this field, we can work towards satisfying all your financial goals.

I take time to really get to know my clients before offering advice. This explains why many of my clients come from personal recommendations.

With the guaranteed advice and our “Best of Breed” approach at St. James's Place Wealth Management, I am able to offer a complete service to clients in all aspects of financial planning.

I have been in this field since 2003, specialising in the "Wheel of Services" that St. James's Place Wealth Management offer. My Specialities are: -

• Building and Preserving Capital – Savings and Investments
• Managing Cash and Borrowings
• Personal Protection against sickness and/or death
• Retirement Planning – Pension and Pension Transfers
• Long Term Care Planning
• Inheritance Tax Planning
• Estate Planning

I would welcome the opportunity to see how we can work together to enhance your financial situation. Just one phone call or email could put that in motion. Investing for income in a time of low interest rates – for more information, please click here.

Renu Kaunda BA Hons Dip PFS