Antony Wood Email and Phone Number
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Antony Wood personal email
Are you looking for professional advice on pensions, investments or inheritance tax (IHT)?I am a Chartered Financial Planner, I have worked in wealth management and financial planning for 31 years advising personal clients, corporate clients and business owners in all aspects of financial planning.Over these years I have helped clients to navigate their way through an ever-changing financial landscape to simplify their options and plan for financial security. As Principal of a Partner Practice of St. James’s Place Wealth Management, I provide a wide range of wealth management services to individuals in East Berkshire and the surrounding areas. 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. All of my clients start with an initial meeting to explore and identify their financial planning needs and objectives, then we work together over time towards achieving financial security for you, your family or your business.The value of your investment can go down as well as up. You could get back less than you invested.
St. James’S Place Wealth Management
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Principal Of Antony Wood Wealth Management An Associate Partner Practice OfSt. James’S Place Wealth ManagementBracknell, Gb
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Principal Of Antony Wood Wealth Management An Associate Partner Practice OfSt. James’S Place Wealth Management Dec 2013 - PresentBracknellI provide a wide range of wealth management services to individuals and businesses including life, health and income protection, retirement planning spanning both funding for retirement and the options at retirement, investment planning for capital growth and income, inheritance tax and estate 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… Show more I provide a wide range of wealth management services to individuals and businesses including life, health and income protection, retirement planning spanning both funding for retirement and the options at retirement, investment planning for capital growth and income, inheritance tax and estate 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. Show less -
Commercial Financial AdviserHsbc May 2011 - Sep 2013West And Central LondonA commercial financial adviser offering wealth management and financial planning advice to business and business owners including Investments, Pensions and Pension options, Inheritance Tax, Specialist Tax Products including Enterprise Zone Trusts, Wealth Planning and Portfolio Management, and Corporate Protection schemes (Share protection, Keyman Assurance and group pension schemes).Specialties: Pension planning, SSAS, SIPP, Drawdown, Phased Retirement options, Pension Transfer Options,… Show more A commercial financial adviser offering wealth management and financial planning advice to business and business owners including Investments, Pensions and Pension options, Inheritance Tax, Specialist Tax Products including Enterprise Zone Trusts, Wealth Planning and Portfolio Management, and Corporate Protection schemes (Share protection, Keyman Assurance and group pension schemes).Specialties: Pension planning, SSAS, SIPP, Drawdown, Phased Retirement options, Pension Transfer Options, Investment and Wealth Planning, Inheritance Tax Planning, Protection solutions for HNW, UHNW and Corporate clients. Show less -
Business Financial Planning AdviserNat West 2009 - May 2011West LondonA commercial financial adviser providing wealth management and financial planning advice to business and business owners.
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Independent Financial AdviserPantheon Financial Management Oct 2007 - 2009Whole of Market Independent Fiancial Adviser to HNW, UHNW and Corporate Clients.
Antony Wood Skills
Frequently Asked Questions about Antony Wood
What company does Antony Wood work for?
Antony Wood works for St. James’s Place Wealth Management
What is Antony Wood's role at the current company?
Antony Wood's current role is Principal of Antony Wood Wealth Management an Associate Partner Practice of.
What is Antony Wood's email address?
Antony Wood's email address is an****@****mfs.com
What skills is Antony Wood known for?
Antony Wood has skills like Wealth Management, Pensions, Financial Services, Investments, Portfolio Management, Inheritance Tax Planning, Wealth Management Services, Retirement, Asset Allocation, Relationship Management, Finance, Wealth.
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Antony Wood
Oxford
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