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

Alistair McLuskie Wealth Management

Alistair McLuskie

Receiving and acting upon appropriate financial advice helps many people meet their financial aspirations. I endeavour to give such advice by understanding my clients’ needs and gaining their trust so that we can work together to achieve the same long term goals. I believe this advice should be available to everyone, which is why I support the St. James's Place Financial Education Programme. Based in Westerham, I look after individuals and families in London and the South East.

About

My focus is on ensuring that people get the most out of their finances throughout all the different stages of their life. This could be at the beginning of their working life, making their savings work harder for them in a tax efficient environment; during their working life, planning and being adequately prepared for when they reduce their workload; or at the end of their working life, keeping their investments intact for future generations.

My approach is straightforward and tailored to the individual: where are you now, where do you want to be, let’s see how and whether we can get you there. A lot of my work is on pension planning, where the regulations and opportunities have changed dramatically since 2015. My approach towards pension planning - contributing, managing, and accessing - is the same as my approach towards any other investment. Can we make your money work harder for you, within your given time frame and risk appetite? Is it being deployed in a tax efficient manner?

My previous career was in the international commodity trade, where I learnt about the vagaries of markets and how to manage risk. As a client of St. James's Place I have also learnt, over the years, the value of sound financial advice and it is these two things that I intend to pass onto my clients.

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.

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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.