We believe in Responsible Investing in a World Worth Living In.
If you want to know what you are investing in at the same time as growing your investment, whether that be through pensions or investments, then we should be having a conversation. We specialise in financial planning for business owners and professionals, creating tax efficiency and goal-based planning for the whole family.
As an Associate Partner Practice of St. James's Place Wealth Management, we are a small team focused on our clients’ interests. We believe in the value of face-to-face financial advice over a lifetime and have the backing of an established FTSE100 company to guarantee that advice.
Paul Birtill is a Chartered Financial Planner and MBA graduate. Before becoming a Financial Planner, he had a successful career working in business development roles in a number of large and small organisations, including local government, housing associations and charities. He firmly believes in responsible investment.
Intergenerational planning is an increasingly important interest for clients, from starting savings plans, protecting the family and retirement planning, to care planning and protecting estates from inheritance tax. It’s all about protecting ourselves, our families and ultimately the world we’re living in.
Ask yourself the following questions and if you would like to hear more, please give us a call.
• Are you on track for the retirement that you want?
• Will your family be protected if you have an accident or illness?
• How will you support your children through University or to become independent?
• Are you or your parents concerned about the cost of care?
We offer an excellent wealth management service which will help you achieve your goals
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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.