It is also important to review these plans from time to time in order to take into account any change in your personal circumstances or legislation and to ensure that your continuing financial needs are met. As a Partner within the prestigious St. James’s Place group I am perfectly placed to provide this service.
You may simply be looking to get your money working a little harder, to build a nest egg for your retirement or perhaps your priority is to ensure that your family is protected against financial difficulties. I am available to help whatever your financial goals or concerns may be.
The combination of my experience, together with the wealth of expertise on hand from St. James’s Place ensures that even the most complex of financial issues can be dealt with effectively. Below are some examples of specialist services I provide.
- Pension planning and advice
- Estate and Inheritance Tax planning
- International Investments & Offshore Trusts*
- Life assurance, Critical illness and income protection cover
- Retirement planning
As your individual circumstances and requirements are likely to be unique to you, I will tailor my advice and service according to your needs. I fully understand that the world of wealth management and financial planning can be complex. Therefore I aim to ensure that any strategies and ideas are fully explained in an understandable manner avoiding jargon at all times.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
*Trusts are not regulated by the Financial Conduct Authority.