Proactively seeking opportunities to assist clients with their financial strategies for the short, medium and long term. As an Adviser of a Partner Practice of St. James’s Place Wealth Management, I pride myself on providing comprehensive bespoke financial planning and wealth management services to individuals and companies in London, surrounding areas and the South East. My areas of expertise are: -My areas of expertise include:* Investment Planning- How can I make my savings work harder for me and my family?- Am I/my business being as tax-efficient as possible?* Protection (Life, Critical Illness, Mortgage Protection, Income Protection)- What financial impact would illness or death cause to my loved ones?* Retirement Planning/Pension Reviews- Do I know what my current pension situation looks like?- Am I on track to be able to live the lifestyle I would like to in retirement?* Estate and Inheritance Tax Planning- How can I potentially reduce the tax paid on the assets that are passed on?If you require any further information please do not hesitate to contact me on the following details: Tel: 0203 011 0687Mobile: 0743824680Email: Calam.gallimore@sjpp.co.ukThe value of your investment can go down as well as up. You could get back less than you invested. Gallimore Wealth Management LLP is an Appointed Representative of and represents only St. James's Place WealthManagement plc (which is authorised and regulated by the Financial Conduct Authority).SJP Approved 21/03/2023
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