Seema Ranchan
CFP Chartered MCSI BSc (Hons)
“Planning is bringing the future into the present so that you can do something about it today.”
Alan Lakein, Author and graduate of Harvard Business School.
There are many ways individuals and businesses can benefit from financial planning. A well-designed financial plan can:
- help one achieve their long-term financial goals,
- be financially independent, and
- leave a legacy for their loved ones.
My philosophy focuses on building and maintaining long-lasting trusting relationships with my clients as I help them to achieve their financial and personal goals. As a Partner Practice of St. James's Place, my commitment is to provide personal face to face advice that is tailored to my clients’ needs. I ensure my recommendations are regularly reviewed with clients so that they can remain current and tailored to their changing needs.
About
Since the year 2000, I have worked in the Financial Services industry after graduating from City University Business School with a BSc (Hons) in Insurance and Investment.
I am a strong advocate of both life and financial planning and am committed to building long-term relationships with my clients and their families. I take my time to get to know my clients and their families, so that I can offer them bespoke, personal, face to face services, which in turn gives them peace of mind.
I maintain regular contact with all my clients and have, in turn, been recommended by them to their friends, family and colleagues so that they too may benefit from the professional advice I have to give.
I created Seema Ranchan Wealth Management so that I can continue to help individuals, trustees and businesses to review their financial situation and offer them sound, jargon-free advice. My experience and knowledge developed over the years has helped many clients in managing their wealth to achieve and maintain financial security.
I can advise you on several areas including, but not limited to:
- Building and Preserving Capital for a Specific Purpose
- Retirement Planning
- Financial Advice in Divorce
- Protection: Life Insurance, Critical Illness Cover, Income Protection and more
- Investing for Income
- Reduction or Mitigation of Tax Liabilities
- Inheritance Tax Planning
- Business Protection Planning
Outside of my business, I love spending time with my children. I like to run, (however bad I maybe at it) and try my best to keep fit! Travelling is also one of my passions, as I enjoy exploring different cities and cultures.
An investment with St. James's Place is directly linked to the performance of the funds selected and may fall as well as rise. 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.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Roxana Mereuta
Team Leader (Wealth Management)
Tracey Krieger
Client Relations and Marketing
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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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 22/05/2024
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.
