Find the right path for your finances

Are you on the right path?

Income tax rises, changes to pension limits, increases to ISA limits - what does all this mean to your finances? How do you know that your current plans fit with your objectives and circumstances?

It is a fact that many people are unclear where they are heading financially. You may have assets, investments and/or high levels of income but still be uncertain about how to use these assets to meet your goals and aspirations.

The current outlook continues to be cloudy and thus the need for bespoke and tailored advice combined with experienced and skilled managers at the helm in order to keep your financial strategies on course has never been greater.

Map out your journey

I take the time to understand you and your objectives, and work with you to help keep you on the right path. Your bespoke financial plan will take all aspects into account and give you a clear view on how my recommendations will deliver your goals. My philosophy focuses upon maintaining a long-term, trusted relationship with my clients, helping them to create a firm foundation designed to meet their financial objectives so that they can look to the future with confidence and optimism.

Leading the way

St. James's Place is renowned for its quality of wealth management, our clients can see that their investments were being well looked after and in expert hands.

At St. James's Place Wealth Management we have a distinctive approach to investment management, designed to put our clients wealth is in the best possible hands. Our rigorous selection process identifies some of the top investment managers from around the world, whom we monitor continuously, and if we need to change the manager we will do so, at no cost to you.

Short time, very well spent

30 minutes is all it can take for an initial meeting and that doesn't seem a lot when it comes to your life's finances. It is definitely one of those times that you should be taking advice but how do you know you can trust it? Knowing my advice is guaranteed has helped other new clients make that first step.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. 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.

Got a question?

If you would like to speak to us about a particular issue or wish to find out more about the services I offer, please get in touch.