Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take.
Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.
We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all your financial planning needs. We strive to offer the very best service to develop a long-term relationship with you.
Click here to watch this short intro video from David Milbourn, our Mortgage Adviser here at Stringer Mann Financial Planners.
Our specialities include:
- Investment Planning
- Retirement Planning
- Inheritance Tax Planning
- Long Term Care
- Mortgages – Residential, Buy to Let and Commercial*
- Personal and Business Protection
- Business Planning - group pensions, auto-enrolment, corporate banking, employee benefits, shareholder and key man insurance
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.
As a member of the prestigious St. James's Place Partnership, the sole advisory channel of the St. James's Place Wealth Management Group, our focus is on you and on achieving or maintaining financial security for you and your loved ones.
Based on core values of excellence of service and above-all, integrity, we will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future.
The three core areas are:
- To build and preserve capital
- Manage cash and borrowings
- Gain financial protection against risk
We appreciate that you are unique, with your own financial ideals, which is why we will tailor the services and recommendations that we make specifically to you or your business.
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.
*Commercial and some Buy to Let mortgages are not regulated by the Financial Conduct Authority.