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

Una King

Una King

Dip PFS, ACMA
I aim to educate my clients about financial planning and help them to design a plan to achieve their goals. This plan will suit their appetite for risk whilst taking advantage of tax breaks available to them.

About

Building up and maintaining capital for the future is surely something we all want to achieve in life.

How easily we can build that capital may well depend upon our family circumstances or our choice of career or simply how disciplined we are about saving for the future.

Growing and maintaining our wealth is then down to how well we manage our investments and how often we review our circumstances. It is vital that we understand the balance between risk and reward whilst keeping a keen eye on insuring against unforeseen circumstances such as premature death or illness that will have an effect on our family finances.

We are passionate about helping people plan for their future. No one likes uncertainty and if you haven’t put plans in place to secure your future, that’s exactly what you face. Many people don’t know what pensions they have, what they are worth, and are not sure how to manage their savings in a tax efficient and profitable way.

As an Associate Partner of St. James's Place, I help people take their heads out of the sand and plan for their future in a way that is right for them. Whether that is tracking down your pensions, guiding you through the investment process or helping you put together a Will*, I can help you not only manage your future in an efficient way, but understand it too.

I pride myself in maintaining long-term relationships with clients and I believe that successful financial planning is about finding a trusted adviser to whom you go to for all things financial throughout your life and career.

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.

The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.

*Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.
Una King

5 Kennedy Close, Farnham Common, Buckinghamshire, SL2 3NB

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Una always provides sound advice and follows up with an email which is thorough and easy to understand. She is always friendly and caring, and combines this with a professional approach at all times.
Ian Thiele | Retired, Merstham
I can't overstate how helpful Una has been in helping me on my financial matters. Her advice has been spectacularly useful and she followed up on all queries and always knows who to go to for advice. I am extremely happy with how St. James's Place have looked after me and confident that I will be well looked after by Una in the future. Thanks Una and thanks St. James's Place.
Richard Bickerton | Buying Manager Waitrose, Wokingham
I met Una at an event which was promoting a review of pensions and pension planning. I was struck by Una's passion for getting an understanding of pensions as a result of her own decision to get up to speed with pensions and the future. I found Una helpful, reliable and honest in the best approach to dealing with my future pension planning.
Hayley Reynolds
From the first meeting Una put my interests first and by helping me move my portfolio around I was able to achieve my goal of taking early retirement. She also found £120k which I didn't know I had. This has now been invested to further bolster my pot. I have no hesitation in recommending her to anyone and indeed have.
Derek Chivers | Solutions Developer, Bracknell
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.
I am delighted with the help, guidance and expertise Una has given me with regards to my pension plans, and feel that my finances are now in order. I look forward to her invaluable support for many years to come and would confidently recommend her to anyone.
Nicola Grange | Packaging Development Manager , Bracknell, Berks

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
SJPWM-Crop-Blue.svg

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 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.

Una King
Una King
07500 931773