Pawan Thaker
BA (Hons), CeFA, DipFA
With over 15 years of experience in financial services, I bring a passionate, professional and personable approach to holistic financial planning.
With an emphasis on developing life-long, trusted and intergenerational relationships with my clients, I provide financial advice which evolves over the years.
Advice covers all areas of wealth management including:
• Holistic financial planning
• Family Protection
• Tax efficient Investment Planning
• Retirement Planning
• Inheritance Tax Mitigation
• Offshore Investment Planning and Trusts
• Trust and Estate Planning
• Corporate Advice
Please contact the office directly to discuss your personal financial planning needs.
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.
