I have worked in financial services for over 20 years and provide broad based advice, mainly to directors, professionals and retired clients, helping them with practical solutions to the financial issues that concern them most.My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. More details are available on my website at www.sjpp.co.uk/whitakermidgley.The areas I specialise in are: Retirement PlanningOnshore and Offshore Investment planningInheritance Tax PlanningMortgages - Residential and access to CommercialProtection - Life; Critical Illness; Income ProtectionCorporate Planning; Corporate Pension Planning; Employee Benefits.As a Partner Practice of St. James’s Place Wealth Management based in Morley, Leeds my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.Your home or other property may be repossessed if you do not keep up repayments on your mortgage.Commercial Mortgages are not regulated by the Financial Conduct AuthorityWhitaker Midgley Wealth Management Ltd 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 title `Partner Practice' is the marketing term used to describe St. James's Place representatives.SJP Approved 22/01/2024
Listed skills include Pensions, Protection, Investments, Inheritance Tax Planning, and 12 others.
