Wealth Manager, Financial Adviser, Senior Partner Practice
CurrentSt. James's Place Wealth Management specialise in providing high quality personal advice on many aspects of wealth management, advising people of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors or key shareholders, tax reliefs and aspects of exit strategy planning.I am a member of the Chartered Insurance Institute and have the relevant Financial Diploma (DipPFS)I advise clients on how to grow and protect their wealth from threats such as taxation, inflation and low interest rates.I work with companies to discuss their options in relation to the legislative changes to company pensions and advise them and their workforce on how such changes will affect them with reference to Auto Enrolment of their workforce into a recognised qualifying pension scheme.I advise my clients on tax efficient investment planning.The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Equities do not have the security of capital which is characteristic of a deposit with a bank or building society.
