Would you like a no obligation review of your finances with a local expert to help you achieve your financial goals?
With rising taxation, record low interest rates, recent changes to pension funding limits and increases to ISA limits, how well are your investments performing and what does it all mean in practice for you and your finances?
As a Partner, you may have a variety of assets and investments as well as a high level of personal income, but be unsure about how to manage them most effectively.
It’s always important to review your own personal finances; do you currently have a financial plan in place and does it fit with your individual circumstances?
As a Partner Practice of the award-winning St. James's Place Wealth Management, my philosophy focuses upon building a long-term, trusted relationship with all my professional clients. I work with them to create a tailored financial plan to help meet their financial objectives so that they can look to the future with confidence.
The no obligation review will look at the adequacy of your existing pension funding and measure how well your own personal pension funds are performing against given benchmarks.
Many of my clients have found this particularly useful as part of their overall retirement planning.
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. Equities do not provide the security of capital associated with a deposit account with a bank or building society.
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.