I am delighted to have the opportunity to discuss your wealth management options with you. Having worked in this profession for over 10 years, I am passionate about helping individuals make the right choices with their finances.
My clients are normal people who are concerned about making the most of the money that they earn, building capital and adequately safeguarding it for their future and for their families should anything happen.
It is important to me that I take the time to get to know your unique situation and needs. Whether you have a clear idea of what you want to achieve or have no idea, I am highly skilled in identifying your wealth management goals and developing a tailored set of expert recommendations.
Your unique plan will be designed to make the most of your wealth and will include proven tax-saving techniques.
It’s my job to help you achieve a balanced portfolio that matches your attitude to risk and suits your time of life. And I take it very seriously so I’ll make sure I check in with you regularly to review progress and understand any new circumstances or changes that may need attention.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.