Hugo Craggs Email & Phone Number

I help people afford the life they want to live.As a Partner Practice of St. James's Place Wealth Management, my main objective is to help individuals to achieve and maintain financial security. I seek to help make my clients’ lives easier and more organised in their personal and business finances – whether in the areas of investment or retirement planning, tax efficiency, protection, (life insurance), property or estate planning. Financial planning is particularly relevant as legislation and tax laws change.Based on my core values of professionalism, excellence of service and above all, integrity, I seek to ensure that my clients have the benefit of the resources and expertise of the St. James's Place wealth management group.Specialties Include: Holistic Wealth Management, Investment and Retirement Planning, tax and estate planning, mortgages and asset protection.As a Partner Practice of St. James’s Place Wealth Management, I provide a wide range of wealth management services to individuals and small businesses in Suffolk and London. My emphasis is on maintaining a long-term relationship with our clients and to provide them with trusted advice as their financial needs evolve over the years.I provide comprehensive wealth management and financial planning service to both private and commercial clients. I deliver the high quality advice, tailored to individual circumstances and objectives.My philosophy focuses upon maintaining long-term, trusted relationships with my clients helping to provide them with financial peace of mind.My new clients tend to be on recommendation of existing clients and from professional advisers.My goal is to ensure that every single client realises the life they aspire to live. These include:Wealth managementFinancial planningRetirement planningMortgage adviceInvestment PlanningTax and Estate PlanningAsset ProtectionYour Home may be repossessed if you do not keep up repayments on your mortgage.The Partner/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. Hugo Craggs Wealth Management is a trading name of Broadgate financial Consulting ltd.

Listed skills include Investments, Wealth Management, Financial Services, Retirement Planning, and 22 others.