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

Robin Tindale FPFS, Managing Director

Robin is a Fellow of the Personal Finance Society and has over 25 years of experience in advising high net worth individuals on their financial planning requirements. In this time Robin has developed a specialism in respect of retirement planning and holds the advanced G60 pension qualification.

Robin takes an holistic approach to financial planning with clients, which ensures that any planning forms part of a coherent strategy, encompassing issues such as income, capital and inheritance tax mitigation.

Robin is also qualified to give advice in respect of Long Term Care planning. This enables him to help plan for the potential future or immediate cost of care fees for my clients and their families.

Over the years Robin has assisted hundreds of client in both well diversified and tax efficient investment planning and he is particularly keen on developing long term, trusting relationships

Specialities

Retirement planning, including commercial properties in SSAS and SIPP
Inheritance tax mitigation with investment/trust planning*
Tax efficient investment planning
At retirement planning using Drawdown** and Long Term Care vehicles
Wealth creation / wealth protection strategies

*Trusts are not regulated by the Financial Conduct Authority.

**'Income drawdown' will reduce the size of your pension fund and the investment growth may not be sufficient to maintain the level of income you wish to draw. If you withdraw money at a rate greater than the growth achieved by your investments, your remaining fund will reduce in value. The level of income you take will need to be reviewed if the fund becomes too small - this is more likely the higher the level of income you take.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Tel: 01522 518759
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Samuel Tindale DipPFS, Wealth Management Consultant

Sam is entering his third year working in the financial services industry. He has obtained his Regulated Diploma and has a small bank of private clients that he manages himself. He has focused on growing his client base through client introductions and also assists in servicing existing clients of Tower House Wealth Management to ensure that every client is receiving the opportunity of face to face advice. Sam provides financial advice in relation to Investment planning , Retirement planning and Protection planning to both individuals and businesses. Sam also holds the AF3 Advanced Pensions qualification.

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.

Tel: 01522 518752
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Felix Mayle BA Hons, Pratice Manager

Felix joined the company in September 2016 to help improve the service quality and response times in which we deal with clients. He graduated from the University of East Anglia in 2012. In late 2017 Felix became the Practice Manager and now has overall responsibility for the running of the back office.

Tel: 01522 518752
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Lauren Rodden BA Hons, Client Services Support Manager

Lauren joined Tower House in November 2017 after having previous experience working in Wealth Management. Lauren is currently working as a Paraplanner supporting Felix and specialises in inheritance tax planning. She qualified from Sheffield Hallam university in 2017 with a degree in international finance and investment.

Tel: 01522 518759
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James Bourne BA Hons , Client Services Support Manager

James joined the company in November 2016 to help improve the service quality and response times in which we deal with clients. He graduated from the University of Nottingham in 2007. He is keen to develop his skills and knowledge within financial services. James will mainly assist Felix with dealing directly with clients, taking phone calls, organising meetings for advisers, assisting with valuations and meeting preparation.

Tel: 01522 518759
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