david.blows@sjpp.co.uk | What do you love doing that you don’t get to do as often as you would like? We work hard so that one day we have the option not to, but very few people have a well-defined image of their future and even fewer know what is required to secure it. Don’t leave this to chance. The most valuable element of my service is helping my clients to crystallise a vision of their “WHY”. Why do you get up and go to work in the morning?Identifying an answer to this question that you are emotionally invested in and 100% bought into will have a profound impact on the way you live every working day that you have left. • What do you want to be doing more of in future?• Who will you be doing it with?• Where will you be doing it?• How much will this lifestyle cost?With a clear vision of your ultimate destination in mind, I will then recommend a tailored financial and tax-saving plan to help you get there and we will check-in with each other regularly to check if the “ship” is remaining on course.For business owners, your personal fortunes are intrinsically linked to the success of your company and this creates some unique challenges as well as opportunities. Whilst the line between ‘business’ and ‘personal’ is blurred, fundamentally, understanding ‘why’ is equally important and I’d love to talk to you to explore whether I can be of help. Life is as busy as it has ever been, and very few people find the time to put in place adequate financial plans. Even fewer have the time to continue to monitor them over time. I provide straight-forward, proactive advice designed to make a meaningful impact to my clients whilst reducing hassle and giving them time to focus on the things that are important to them.The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances.FLM 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 title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.FLM is a trading name of Financial Lifestyle Management Ltd, which is registered in England & Wales No. 04426632. SJP approved 13/02/2023