A Senior Partner of St. James's Place Wealth Management
Josephine Blythe
Josephine Blythe
DipPFS
I aim to educate my clients about financial planning and help them to design a plan to achieve their goals that suits their appetite for risk whilst taking advantage of tax breaks available to them.
If lockdown has made you start to rethink your future and you would like help understanding your pension arrangements we can discuss your goals and plans via a phone or video call.
About
How easily we can build that capital may well depend upon our family circumstances or our choice of career or simply how disciplined we are about saving for tomorrow.
Growing and maintaining our wealth is then down to how well we manage our investments and how often we review our circumstances. It is vital that we understand the balance between risk and reward whilst keeping a keen eye on insuring against unforeseen circumstances such as premature death or illness that will have an effect on our family finances.
My aim is to educate my clients about financial planning and help them to design a plan to achieve their goals that suits their appetite for risk whilst taking advantage of tax breaks available to them.
I am a specialist in retirement planning. I help clients to understand the importance of planning well ahead of retirement or if they are nearing retirement, I help them to understand their options and how to get the most from their pension pots - this is probably one of the most important decisions in their life.
I pride myself in maintaining long-term relationships with clients and I believe that successful financial planning is about finding a trusted adviser to whom you go to for all things financial throughout your life and career.
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.
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Josephine and her team are always approachable, knowledgeable and professional.
I have had excellent service and advice from Josephine – equally appreciated in good times and bad.
Josephine has always filled me with confidence in the professional manner she conducts her business. I trust Josephine’s advice and believe she has my family’s best interests at heart with her sound and knowledgeable judgement.
My wife and I have always found Josephine’s advice to be straight forward and relevant to our needs. In an industry where high pressure selling is often the norm, it is refreshing to deal with Josephine, a financial adviser who offers products only where there is a genuine requirement.
While financial results are most important, and they have been excellent, the friendly and responsive service Josephine has given has made it a pleasure dealing with St. James's Place.
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.
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 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.