I have worked within the financial services industry since 1985 and enjoy providing solutions to clients’ wide ranging financial requirements, especially as their careers and personal lives develop. Everyone is different, so this could mean talking to an individual about their pension and investment plans one minute and the next to a company about protecting their business and employees. It is this vast range that makes every day both interesting and challenging.I enjoy advising people in the transition process towards retirement; helping people to understand and interpret their current financial plans and devising a strategy that will provide options and reassurance moving forward. My advice covers all areas of wealth management, including, retirement planning, wealth protection, inheritance tax and trusts planning, investment planning. To find out more, please visit the Stringer Mann website at www.sjpp.co.uk/stringermann.As a Senior Partner Practice of St. James’s Place Wealth Management based in Berkhamsted, Hertfordshire, 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.The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.Trusts are not regulated by the Financial Conduct Authority.
Listed skills include Wealth Management, Inheritance Tax Planning, Retirement Planning, Financial Planning, and 25 others.