PSG Wealth Management Ltd

PSG Wealth Management Ltd provides expert financial advice that helps discerning individuals and businesses achieve their principal financial objectives: •Building and preserving capital •Managing cash and borrowing •Financial protection against risk •Creating and maintaining a tax efficient estate Planning for a secure future for you, your family or your business is one of the most important decisions you will make. My aim is to work with you to help you make the right choices along the way. It is important to regularly review your financial situation to take account of the ever changing developments in legislation and tax law. My commitment is to meet clients at least annually, however, your needs are unique and I tailor a plan to suit you. As a Partner Practice of the prestigious St. James's Place Wealth Management, I am supported by the experience and expertise provided by their approach to investment management. Their investment committee are free to choose from any investment manager from any fund management firm in the world. By selecting a number of leading managers and firms, we are able to offer our clients the potential of achieving superior investment performance over the medium to long term. 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 Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct 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 titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place. SJP Approved xx/xx/xxxx