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

Ineo Financial Planning

Emma Rice

DipPFS, Certs CII (MP & ER)
My ethos is developing long term client relationships built on trust and confidence through providing a personalised wealth management service to both individuals and businesses.

About

I ensure that I have a clear focus on the goals and aspirations of my clients, providing them with a source of trusted advice, professionalism and bespoke solutions to meet their individual needs, both now and in the future. I also work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure my clients receive the best advice available.

I am happy to offer advice on any aspect of financial planning, so please feel free to contact me. I offer expert advice on a wide range of high quality financial planning products and investment management services. Whether you want to preserve and build your capital, plan for a successful and comfortable retirement, generate investment income, preserve wealth through effective succession planning, minimise your tax liabilities or protect yourself from financial risk, I can help.

If your aim is to attain a specific goal, and you want to develop a financial plan to achieve it, then contact me to see how I can help.

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.

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.

Advice & Services

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

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

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.

Ineo Financial Planning is a trading name of Ineo Wealth Management Ltd. Ineo Wealth Management Ltd is registered in England and Wales, Number 12341776. Registered Office: 13 High Street, Branston, Lincoln, Lincolnshire, LN4 1NB.
Emma Rice
Ineo Wealth Management Ltd
07702 617078