My aim is to provide guidance and solutions to secure you, your family and also your business. Your financial needs are likely to change over time, as life changes it demands different requirements from your wealth management. I will be able to assist you and your financial wealth management through these changes in your life by regularly reviewing your needs and aspirations with you, with a personal approach and a clear understanding of your specific needs.
A wide range of portfolio management and comprehensive investment planning services can be offered to you, always carefully tailored to your personal or business financial needs. I will do this by meeting with you and whoever you would like to be in our discussion, in your home or our offices. Time will be spent with you, so I can understand you, your family, or your business financial wealth management needs. Of course these needs may be intertwined or separate and can be assessed to the satisfaction of your financial goals. I will endeavour to help you make the right decisions to make your financial hopes and aspirations become reality within investments that suit your risk comfort.
Key areas of financial solutions offered.
- Access to Portfolio Management – reassurance that expert knowledge, of markets, products and regulation will be used to form effective short or long term financial solutions
- Investment Planning to maximise the use of tax efficient products
- Trust* and Estate Planning including Inheritance and Capital Gains Tax on portfolio investments
- Pensions and Pension Annuities Planning
- Investment Planning for your children, or grandchildren’s future
- Life assurance
At the heart of my service is effective and clear communications to ensure clients are kept informed of issues that may affect their financial wellbeing. I am open and approachable to discussion and regular contact will be made with regard to any investments or financial plans. I will regularly publish a range of newsletters exclusively for my clients, including a weekly communication covering key market and personal finance news and quarterly magazine, The Investor.
From many years of experience in financial planning, there is an unquestionable understanding that wealth management is more than expertise of finance, it is a relationship built on trust and reliability.
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 the reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.