As a Financial Planning Professional within a Partner Practice of St. James's Place Wealth Management, I provide wealth management solutions to individuals, business owners and corporate executives. I focus on:• building long term relationships;• helping clients accumulate, utilise and preserve their wealth; and,• protecting clients against risk.Supporting my advice, St. James’s Place Wealth Management Group has over one hundredin-house experts covering all aspects of wealth management including investment planning, tax planning, pension planning, inheritance tax/estate planning and protection. St. James’s Place also work closely with specialist, independent solicitors and accountants. My clients include:• Business owners/entrepreneurs; • Corporate executives;• Individuals planning for retirement; and, • Families with complex estates.If you would like an informal chat with no obligation, please feel free to connect with me on LinkedIn, mobile or send me an email at daimon.edwards@sjpp.co.ukTwiss Green Wealth 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 describeSt. James's Place representatives.
Listed skills include Investments, Wealth Management, Estate Planning, Inheritance Tax Planning, and 6 others.
