Takalani Mbedzi
DipPFS
Have you taken a close look at your entire financial situation recently?
When you work with me, you benefit from the expertise and experience that comes with being a Partner Practice of St. James's Place, a FTSE100 company, which holds over £157 billion in funds under management.
My approach is rooted in a deep understanding of your unique financial circumstances. I offer services ranging from strategic retirement planning, investment planning for children to inheritance tax planning, ensuring that every aspect of your financial plan is carefully considered and seamlessly integrated.
I do more than just manage your wealth; I am committed to building a legacy that aligns with your personal values and long term aspirations.
This Partner Practice of St. James's Place is led by Taka Mbedzi, an accomplished Financial Planner with a 1st Class BSc (Hon) in Accounting from Oxford Brookes University and a Distinction in the Diploma in Regulated Financial Planning.
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.
