Duncan Wilkins Email & Phone Number

Haven't got the time nor inclination to effectively manage your personal finances?And even if you did, perhaps you're not sure how to take actionable steps in creating an efficient financial plan?This is normal when speaking with busy, experienced individuals and as a result, many of them, if not all, fall short of their desired outcomes.We solve these problems, making it our priority to target this lack of knowledge in the UK and enable time poor individuals build better futures for themselves and their families.If you are a busy executive (or company owner), and you are…❌ Worried that your investments and pensions aren't performing in line with your goals❌ Concerned that you’re not as tax efficient as you ought to be❌ Uncertain on which type of protection cover you need for yourself and your familyThen perhaps you need a financial adviser to take the burden away.Our advisers do this by implementing what’s known as ‘Financial Modelling’.When you utilise ‘Financial Modelling’, you will:✅ Have a complete financial plan and instructions to achieve your financial aspirations, and objectives, with regular reviews along the way✅ Have successfully enhanced your existing cash, investment, and pension assets to ensure these are performing as best as possible✅ Have optimised your tax position, reducing any unnecessary taxation on either your income or existing assets/investmentsOr if you’d like to speak about or book a no obligation financial planning consultation, to create your ideal financial plan, contact: duncan.wilkins@sjpp.co.ukYour home may be repossessed if you do not keep up repayments on your mortgage.The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.Taxation rules can change at any time and are dependent on individual circumstances.The Partner Practice 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 14/05/2024

Listed skills include Estate Planning, Financial Advisory, Pensions, Insurance, and 20 others.