Looking after your money can be a complex and time consuming process. Having someone help to manage your financial affairs is an effective use of your time. The service I offer includes regular contact and information, keeping you up to date with your position and how changes in the marketplace may affect you.
My experience is that each client has their own personal concerns, responsibilities and objectives. I can help address straightforward issues and resolve more complex problems.
Step 1 – I will carefully review your current position to establish your financial goals and aspirations.
Step 2 - Work with you to establish a tailored strategy to help achieve those goals.
Step 3 – Engage in regular reviews to check that the strategy remains appropriate to any change in your circumstances.
Some of the areas I can help you with include tax efficient investments, school fee planning, retirement planning, inheritance tax and succession planning, specialist insurance and mortgages.
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.