Mark Boys
APFS
In dealing with my clients, my focus is very much building and maintaining a long-term, trusted relationship and I am pleased that this philosophy has led to many of my clients coming to me as a result of personal recommendations from existing clients.
About
The financial world in which we live grows evermore complex, making it essential to plan effectively. Changes to tax allowances, state benefits, pension rules, ISA allowances and pension legislation all have an impact on the financial aspirations of individuals and small businesses.
And with personal financial circumstances too constantly changing, planning your financial future can become complicated and time consuming. This is why many people prefer a financial strategy that is based around regular face to face review meetings, allowing adaptable plans to be formulated and reviewed.
Quite simply, this is the service I offer to all my clients.
Some common questions that I am asked:
How do I know my affairs are planned tax efficiently?
How can I be sure my investments are working hard for me?
Not wanting to rely solely on the state pension at retirement, what strategy should I adopt to help provide sufficient income?
Protecting my family against the unthinkable is my priority - what is the best way to provide peace of mind?
Of course the answers to these questions are always personal, and dependent on individual circumstances.
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.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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.
SJP Approved 19/07/2024
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.
