Our Practice Approach
At our initial meeting we will work with you to determine where you are now and where you want to be. Through analysis of your finances and consideration of the things that are most important to you, we will make recommendations that will help you on your path and devise a plan that you can understand, relate to and achieve.
As this is just the start of your journey, we will continue to provide you with regular ongoing advice to refresh and adapt your plan as necessary to help keep you on track.
Services
The following are examples of the specialist advise that we can provide you with;
- Retirement planning
- Pension analysis – including final salary benefits, SIPPs and SSAS
- Investment planning
- Protection – life, critical illness and income
- Intergenerational Wealth planning – tax and trusts
- Business planning
- Later life planning solutions
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 thank you invested.
Trusts, SSAS are not regulated by the Financial Conduct Authority.
Testimonials
