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

Dipen Tanna Wealth Management

Dipen Tanna

DipPFS
I place strong emphasis on developing long-term personal relationships with my clients. I appreciate that you are a unique individual with your own financial aspirations, which is why I tailor the recommendations that I make by creating a bespoke plan and employing financial forecasting software to help you visualise your financial future.

About

As an Associate Partner Practice of St. James's Place Wealth Management, my approach is to establish and maintain a long-term relationship with clients in order to provide them with trusted advice. I offer broad-based, bespoke advice to clients to help them to achieve and maintain financial security for themselves and their loved ones. Clients can rely on excellent service as we review the evolution of their financial needs over the years, by offering them practical solutions to the financial issues that concern them most.

Planning for a secure future is one of the most important steps you will ever take, whether that means securing financial independence as early as possible, or planning the best way to pass on wealth to future generations. It is essential that you receive the right advice, as early as possible, to help your wealth work hard for you.

In the context of personal circumstances and an ever-changing legal and taxation landscape, these can be complex goals. It is my job is to take away this complexity and help enable clients to be free to enjoy their wealth and spend their time as they wish. My advice covers all areas of Wealth Management, including; Protection Planning, Saving and Investment Planning and Pension Planning.

We all have our own financial aspirations but deciding how to go about achieving them is absolutely vital.

If you would like to find how my approach to financial planning and the St. James's Place distinct approach to investment management can benefit you, please call me on 07808 738705 for a no-obligation meeting.

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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We offer an excellent wealth management service which will help you achieve your goals

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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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.

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.