My expertise covers all aspects of financial planning including:
- Investments for capital growth or income
- Retirement Planning and Retirement options
- Estate and Inheritance Tax Planning
- Protection needs for both personal and corporate clients
- Business Succession Planning
I am also able to advise on Specialist Tax Products including Trusts* for individuals, and advice to Businesses includes Shareholder protection schemes, Key man Assurance, Partnership Protection, Group Pension schemes, Profit Extraction from Companies and Auto Enrolment in the light of recent legislation affecting businesses.
My objectives are to build long term relationships to develop and implement strategic financial solutions for personal and corporate clients.
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.
*Trusts are not regulated by the Financial Conduct Authority