Simon Baldwin Email & Phone Number

As a Financial Adviser, I help business owners, company directors, senior executives and retired clients by providing tailored financial advice to manage and protect their wealth.Over time, many people have accumulated various pension and life assurance policies, so the first step is to review your current status to ensure they continue to do the job they originally intended and identify where you might need additional guidance.I work with my clients for the long term, providing regular ongoing reviews to monitor and adapt their financial plans to meet any changes in their circumstances. At our meetings we:• Review and check if your investment and retirement planning is on track• Ensure you, your family and business are protected against death or long-term serious illness• Ensure you're making the most of your pension and ISA allowances.I have worked in the wealth management industry for over 25 years, and joined St. James’s Place in 2013. In 2019 I achieved Chartered Financial Planner status so you can be confident that you are dealing with someone that is wholly committed to providing you with the best possible advice, service and support. I am also delighted to appear in the VouchedFor 2023 report for top Financial Advisers in the UK, which is all based on independent client feedback - www.vouchedfor.co.uk/financial-advisor-ifa/bromsgrove/031367-simon-baldwinI am keen to develop relationships across Worcestershire, West Midlands and Warwickshire and if you would like further details, please message/connect with me or view my website at www.highhousewealth.co.uk The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and therefore the value can go down as well as up. You may get back less than you invested.The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.High House 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. 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 13/09/2023

Listed skills include Pensions, Wealth Management, Inheritance Tax Planning, Financial Advisory, and 46 others.

• 

  Coventry University

  Ba (Hons)