Ann Shirley
DipFA
I provide my clients with bespoke advice, individually tailoring the advice to their current needs and objectives. Alongside this, we put a strategy in place using a goal-based planning approach, helping to ensure their medium, and longer term goals and objectives are achieved.
About
Intergen Financial Planning was established after almost a decade in Financial Services, in order to provide not only Financial Advice, but also to provide Financial Planning and Life Planning. Family is the heart of this business, and with increased longevity, more flexible retirement options and differences in generational needs, intergenerational financial planning is becoming more important in growing and preserving the family wealth.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Lola
Chief Scheduling Officer
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 21/02/2024
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.
Intergen Financial Planning Limited is registered in England and Wales, Number 13349805. Registered Office: 7 Alexandra Drive, Liverpool, L20 0EE.
