Aaron Gosal Dippfs Email & Phone Number

As an Adviser of Bowcliffe Wealth Management, Senior Partner Practice of St. James’s Place Wealth Management, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. My objective with clients is to provide a bespoke financial plan tailored to their specific goals, and then to regularly review this to help them remain on track to achieve them.Having worked in the financial services industry for the past 9 years, I have a great understanding and knowledge of the key issues that can concern a wide range of clients from professionals and business owners through to retirees:• Helping to increase and protect your wealth• Protecting you and your loved ones• Funding your life in retirement• Your tax liabilities• Employee benefits• Protecting your business and profit extraction• Your succession planning and aspects of exit strategiesIf any of the above areas are of importance to you or anyone you know, please do not hesitate to contact me via email: aaron.gosal@sjpp.co.ukOr visit our website www.bowcliffewm.co.ukThe value of your Investment can go down as well as up. You could get back less than you invested.Bowcliffe Wealth Management Ltd 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 22/06/2023

Listed skills include Individual Pension Plans, Tax Planning, Investments, Financial Planning, and 12 others.