We all have to make important financial decisions at key points in our lives. Knowledge is power and making financial decisions is easier when you are informed. Take the stress out of making these decisions by working with a trusted adviser.
Have an initial face to face, no obligation, discussion about your options.
Allow me and my team to do the research so you can make informed decisions at each stage of your life.
It is your money. Keep it. Protect it. Make it grow!
Call me today. No obligation. Just an informed discussion about your many options. A friendly half hour chat can change your life.
You may wish to know all of your options, including the tax implications, when you:
• Take early retirement
• Receive an inheritance
• Move house
• Start estate planning
• Build a retirement fund
• Help your children or grandchildren
• Invest for the future
• Make any other financial decisions in your life
To help you with these decisions, work with a trusted adviser to:
• Research and analyse your unique financial situation
• Review your options and receive bespoke advice
• Monitor your investments to align them with changes in circumstances, new legislation and the economic outlook
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 the reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
My team are dedicated to your financial well-being.
We offer an excellent wealth management service which will help you achieve your goals
Helen has offered excellent advice to both myself and my wife on savings and pension options. She saved me a lot of money by pointing out the 'single company risk,' I ran in holding my own company shares. We successfully transferred them to a multi-portfolio shares ISA that Helen has continued to gr...
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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.
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 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.