Cassidy Financial Solutions

Associate Partner Practice of St. James's Place Wealth Management

Planning for the tax year-end

Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.

Working with other specialists

We have access to specialist, technical advice if required and often work alongside your own accountants and solicitors.

Company Directors

We advise Directors and Senior Management who often have little time to manage their own affairs.

Private Clients

We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.

Sports

We have widespread experience of helping professional sportspeople to get the most from their financial opportunities.