When providing financial advice it is important to understand that individual and business needs require a different approach. Long term financial ambitions, aspirations and attitude to risk vary, and these will change over time. My service is based on the highest possible professional standards and recognises that each client is unique. On that basis, I construct a bespoke service aimed and tailored to their own financial needs and future planning.
I have a genuine passion to help clients understand their financial positions and help them by providing solutions in a simple and straightforward manner.
Holistic Financial Planning can:
- Help to increase the value of your savings and investments in a tax efficient manner
- Protect you and your dependant’s against financial losses from unforeseen circumstances
- Ensure that your beneficiaries receive the maximum amount possible after any potential tax liability
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 and are dependent on individual circumstances.