Joel Runnels-Moss
CeMAP, DipFA MLIBF
I have over 20 years experience helping my clients navigate their financial affairs. I utilise this experience to ensure my clients achieve expert, professional advice to create tax efficient solutions meeting their needs, in a friendly and down to earth manner.
About
Having worked for companies such as Lloyds Bank and Schroders Personal Wealth, I have built a reputation for building efficient tax friendly portfolios in an uncomplicated way. I have now decided to create my own business to continue to offer expert financial advice as a Partner Practice of St. James's Place, a FTSE100 company maximising returns, whilst minimising risks and ensuring understanding and advocacy along the way. My areas of expertise have centred around pension planning, tax efficient investments and inheritance tax planning.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.
Promotions
Item 1 of 2
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.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 03/04/2023
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.
Toucan BFP Wealth Management Ltd is registered in England and Wales, Number 14482098. Registered Office: 16 Edwin Panks Road, Hadleigh, Suffolk, IP7 5JL.
