Liam Cubbage Apfs Email & Phone Number

I am a Chartered Financial Planner with 8 years' experience. I work closely with individuals and businesses helping them to create robust financial plans that help them to achieve their goals. This all starts with a conversation helping us to understand their objectives and aspirations, then to analyse their current financial position and therefore identify financial planning needs. We then work together to implement a financial strategy including tax planning, saving, investing, protecting, pension planning, securing and reducing mortgages, and cash flow planning.Although I enjoy getting into the complex technical aspects of financial planning, I understand that not everybody wants to know the detail so I tailor my approach relevant to the client. What I enjoy the most is knowing that I have helped someone to achieve something that they felt they were unlikely to achieve and helping them to enjoy their finances as well as grow them. Some areas of specialism: - Corporate financial planning- Inheritance tax and estate planning - Goals based financial planning - Retirement planning Your home may be repossessed if you do not keep up repayments on your mortgage. The value of your investment can do down as well as up. You could get back less than you invested. The 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 title ‘Partner Practice’ is a marketing term used to describe St. James’s Place representatives.