Ian Mcleod Email and Phone Number

As a Director of McLeod Wealth Management, an Associate Partner Practice of St. James's Place Wealth Management, I provide a wide range of wealth management services such as Saving and Investment planning, Retirement planning, Estate, Tax and Trust planning. My emphasis is on maintaining long-term relationships with my clients by providing them with a source of trusted tailored financial advice and ongoing regular reviews.My clients include professionals, business owners and retired people. My specialist areas of expertise are Retirement Planning, Wealth Management, Estate Planning, Inheritance Tax and Trusts*.*Trusts are not regulated by the Financial Conduct Authority. More information is available on my website: www.mcleodwm.co.ukMob: 07876 255130The 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 13/09/2023