Wealth Management Adviser
I am a specialist in wealth management and estate planning. Busy people with extremely demanding careers and lifestyles, often have limited time to effectively manage their personal and family finances. All too often, this "job" gets pushed to the back of the queue with all the other things you mean to do one day. By working with my clients, I help them manage their wealth and plan for the future, ensuring tax advantages are maximised where appropriate.
This Is What I Can Do For You
Everybody is unique and everyone's circumstances are different. By spending time discovering what is important to you, listening to you concerns, goals and priorities, only then is a wealth strategy created, which is tailor-made to achieve your long-term aims.
Wealth management is a continuous approach. We work together to to develop a long-term relationship built on trust and understanding. Regular reviews and updates are at the core of our strategic and personal support. This ensures you are kept up to date on current affairs which may impact on your goals, tax policy changes, market and legislative changes.
One of the biggest threats to wealth is tax. Tax is levied through our working life in the form of income tax, VAT, stamp duty, National Insurance to name a few. And then when we die our hard earned accumulated wealth is potentially taxed again with Inheritance Tax. Unless we are very careful, our families could end up, like many people before them, paying a sum to Her Majesty's Revenue and Customs (HMRC) in Inheritance Tax (IHT)
NO OBLIGATION CONSULTATION AND QUOTE
MOST IMPORTANTLY - PERSONAL SERVICE BEYOND EXPECTATION
I am passionate about providing all my clients with exceptional customer service. My clients are the life-blood of my company and I want you to be delighted with the service you receive from me so that you will want to recommend me to all your family and friends.
Whilst a high proportion of individuals protect themselves and their home, many neglect to embrace the benefits of protection insurance in their corporate lives. Failure to protect a company and its key staff could have serious long term effects to the future of the business.
Please feel free to contact me on 01462 615324 / 07971 404787 or email@example.com for further info.
A BIT ABOUT ME I have been living in Hitchin, Herts with my daughter, Kristen, my 2 cats, Humphrey & Molly, for almost 13 years, after moving here from Cape Town, South Africa in 2000. SOCIAL My hobbies include: mountain biking, scuba diving and Skiing.
The Partner represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Services Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The `St. James's Place Partnership' and the title `Partner' are marketing terms used to describe St. James's Place representatives.
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