Based in Yorkshire, but with clients across the UK, I provide advice to clients Nationwide.
Every clients’ needs and financial plans are personal to them and each have individual and specific requirements and financial goals. The service I provide is therefore bespoke to each individual client.
By helping you to identify what you really want to achieve, and build a plan that suits just you; I also take the time to explain everything in a way that makes sense, so that you have the guidance and understanding of an expert, the whole way through the process.
My approach to financial planning is based on working together in partnership with my clients to build a long-term relationship built on mutual respect, trust and understanding so that I can provide advice tailored to each clients’ individual objectives and aspirations.
I like to maintain regular contact with my clients to appraise them of financial news and business and political events that may influence their financial position and needs, as well as reviewing their own investment portfolio and ever-changing financial needs. Through regular formal and informal meetings, and backed up with regular communication with a range of newsletters, I help protect my clients' financial well being.
The level of satisfaction of clients can be judged by the fact that most new clients to Ziegler Financial are as a result of personal recommendation.
With over 25 years in client facing business, I have a strong focus on building Ziegler Financial solely on personal introductions and from long-standing professional relationships.
I am an Associate Partner Practice at St. James's Place Wealth Management and my expertise cover the broad spectrum of financial planning and will help you and/or your business. Due to ever changing circumstances, I feel that it is essential to write bespoke financial plans for clients to help them achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.
I therefore work closely with each of my clients, building a relationship based on trust and an in-depth understanding of your personal finances. This ensures that I am able to provide you with the advice that is needed, when it is needed.
In doing so, I seek to minimise your exposure to taxation, preserve and build your wealth and plan for future generations by prudent investment management, financial planning and active consultation. I always put the interests of my clients first and initial consultations or meetings are entirely without obligation.
My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
There comes a point in most of our lives when it makes sense to take stock and make some strategic decisions. If you’re unsure how to get started, manage the wealth that you have, accommodate unexpected life changes, or you just need someone to explain everything in a way that makes sense, I would love to speak with you.
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.