Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is equally important to review your arrangements regularly to ensure they remain ‘Fit for purpose’ in the light of changes to legislation, tax, or changes in your personal circumstances such as starting a family, changing jobs, starting a business, inheritance and so on.
I pride myself on developing long term generational relationships built on trust, integrity and excellent service. I believe that every client is unique and therefore you deserve a bespoke solution which satisfies your needs both now and in the future. Whatever stage you are at in your personal or business life, I can help you:
- Build & Preserve Capital
- Protect your Family and/or Business against Death or Serious Illness
- Maximise your Retirement Income
- Reduce Inheritance Tax
- Pass your assets to those you wish to receive them
Please contact me for a no obligation initial meeting.
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.