Bluewater Financial Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
I started my own business in financial services in 1988 immediately after graduating from Dundee University with a Masters Degree in Economics and History, then building the business in the good years and the tough years of life in Northern Ireland.
After the sale of my business to Bluewater Financial Planning Ltd in 2017, I continue to work with Mark Burns to advise individuals, families, small businesses, charities and trusts in their key wealth management decisions.
Loyal clients recognise me as their primary source of financial advice in a world where trust in large institutions has continually taken serious knocks. Clients know me as an enthusiastic supporter of their personal ambitions, helping them achieve is also my greatest achievement in business.
I will be glad to help you:
Investigate reducing the impact of taxes on your wealth; income tax, capital gains tax, and the potential impact of inheritance tax.
Invest and save for your future.
Plan for your retirement.
Seek to protect yourself and your family from the worst that life throws at us.
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.
The levels and bases of taxation, and the reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Contact David Martin M.A. - Wealth Management Consultant
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Bluewater Financial Planning Ltd is registered in Northern Ireland, Number NI44959. Registered Office: 52 St. Patricks Avenue, Downpatrick, Belfast, BT30 6DS.