
- At Junction 8 Financial Planning, we serve a diverse range of clients. Our comprehensive financial planning services cover a wide array of needs, with a strong emphasis on pensions and retirement planning. We guide you from initial advice through to ongoing management, helping you maximise your retirement potential and achieve financial security.
- We believe that well-structured pension planning can profoundly impact your life. Our expert advice is designed to help you make informed decisions, providing confidence and peace of mind. We assist in navigating the complexities, ensuring you have a robust strategy tailored to your unique needs and goals.
- Our expertise extends to investments, offering guidance on long-term investment strategies and wealth management. We also provide intergenerational tax and trust* planning to safeguard family wealth and support financial stability across generations. Additionally, we assist with planning Wills*, providing a comprehensive approach to your financial planning.
- At Junction 8 Financial Planning, our priority is understanding you. We start with an in-depth consultation to explore your personal situation and future aspirations. This understanding allows us to develop personalised advice and strategies aligned with your current needs and long-term objectives.
- You can rely on Junction 8 Financial Planning for unwavering dedication to the highest standards of advice, service, and support. We are committed to offering a bespoke personal service that aligns seamlessly with your individual objectives, helping you to achieve financial peace of mind.
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.
*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place and along with Trusts are not regulated by the Financial Conduct Authority.
I began my career in finance many years ago, I suffered a brain hemorrhage from a fall which caused me to fall into a coma. I was told I had also broken my neck and needed an operation to fuse it back together. It was a long recovery but with support, after teaching myself how to walk, talk and “be normal” again, I decided to pursue a career where I could not only help and bring value to individuals who have been placed in similar situations, but also provide a tailored and heart-felt personal service to any individual who seeks to improve their financial situation and plan for their future.
We offer an excellent wealth management service which will help you achieve your goals
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 17/11/2023
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.