An Associate Partner Practice of St. James's Place Wealth Management

Heath Financial Planning Limited

Stephen Keith

I work with many private high net worth individuals, as well as small to medium sized companies. Although there is no generic type of client, my clients are mainly accountants, solicitors, doctors and entrepreneurs.

About

Whether your aim is a successful exit strategy from your business, pension planning or more advanced tax planning such as inheritance tax we are able to help.

I work closely with my clients to ensure that they have peace of mind knowing that they are planning for financial security and that their finances are managed in a cost and tax efficient manner. It is important to me to have an in depth knowledge of your situation, so that I fully understand what you wish to achieve and the best way to help reach your goals. As a result of my approach, I spend time working with you on your planning and to ensure the plans are still relevant and working for you, I also review these plans face to face at least annually as changing circumstances or legislation can influence the direction of your strategy and therefore require regular attention.

Since joining St. James's Place in 2007, I have found that I have a lot more time available to be with my clients.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount 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.

Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Stephen Keith has been my Personal Financial Planner for many years. From my perspective this relationship has been highly rewarding. This is not only because of Stephen's personal qualities including: Integrity, Honesty, Reliability and Intelligence but also because of his ability to anticipate f...
Group Captain Clifford S Thomas BA RAF (Ret'd)
Upon Stephen joining St. James's Place Wealth Management I had little hesitation in transferring my managed investments with him. This judgement was made having in the past received sound and trustworthy advice, such that from a business relationship grew a business friendship. I have found that Ste...
Mr A R Edmunds

News & Insights

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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.

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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 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.

Heath Financial Planning Limited is registered in England and Wales, Number 08686451. Registered Office: 17 Caldbeck, Waltham Abbey, Essex, EN9 1UR.