Elian Jones Email & Phone Number

I help people to achieve their financial goals by being smart in how they approach it. This can be from simply saving up for an objective such as a house or wider holistic planning, assisting you in achieving the point at where you feel financially independent or looking at how best to ensure that the money you worked hard for is passed to your children / family as efficiently as possible. My part in this is to identify where the opportunities are for you and to formulate a cohesive financial plan. This will detail how we can be as smart as possible with your money, how you can accumulate as tax efficiently and cost effectively as possible to achieve your headline target(s). Then ensuring you utilise all your available allowances to minimise tax on both a short term and long term basis when taking the capital and income needed to achieve your goals, or indeed minimising tax when passing on to the next generation. We will then regularly review this and make changes where either your objectives or (almost inevitably) tax rules change and a rethink is required. I work with business owners, private clients and families and my goal is to build a long term trusted relationship with you. I have a strong belief in education and ensuring that you understand what we are putting in place and quite simply, there are no silly questions. As part of the process there are a number of areas we will look at, do you know how all your existing pensions and investments are performing? are you appropriately diversified? Could things be structured better to achieve what you want? Once we have this information we can then make decisions on the best way forward for you. If you would like to know more then please get in contact with me on elian.jones@sjpp.co.uk or via my website www.springwealth.co.uk The value of your investment can go down as well as up. You could get back less than your invested.The Partner 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 23/03/2023

Listed skills include Wealth Management, Contract Recruitment, Investments, Finance, and 43 others.