Lucy Nelson Apfs Email & Phone Number

Securing your future for yourself, your family or your business is one of the most important steps you will ever take and careful planning alone is not enough. Unless plans are acted upon and reviewed regularly, changes in your circumstances or the effects of inflation may erode their value.I specialise in offering expert advice in a wide range of important areas which include investment planning, inheritance tax planning, pension planning and protection. With a wealth of advanced financial planning tools at my disposal, I am well equipped to provide the highest calibre of advice to my clients..I work hard to build trusted relationships with my clients, and pride myself on providing high levels of service. I always ensure that financial solutions are delivered with a high degree of professionalism and integrity.In addition to my expertise, I have links with other professional bodies including solicitors and accountants, thus enabling me to offer you a holistic wealth management service designed to meet both your short and long-term needs.Specialties:• Bespoke financial planning• Advanced tax and investment planning• Offshore investment and trust planning• Retirement planning• Trust and estate planning• Individual and business protection Please feel free to connect with me or contact via the following: Lucy.Nelson@sjpp.co.ukTrusts are not regulated by the Financial Conduct Authority.Pinnacle Wealth Management LLP 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 31/1/2024

Listed skills include Investments, Marketing, Wealth Management, Management, and 18 others.