Simon Wade - Financial Adviser To Business Professionals Email & Phone Number

Is your tax bill still larger than you'd like after utilising your personal annual tax allowances? We can create a tax-efficient strategy with the aim for you to potentially save Income Tax.What would it mean to you, if you were able to retire when you want, and not when you have no other choice? Retirement planning allows you to plan to retire when you're ready and understand options that are available to you, we can build a plan through intelligent cash flow modelling to help demonstrate this.When was the last time you reviewed your Business Insurance? Having a Shareholder Protection policy in place could ensure that your remaining shareholders are able to keep control of the Business in the event of the untimely death of another Shareholder.How would you feel if you could no longer financially support your family due to ill health or no longer being around? Insurance is a great way to protect you and your family while you are building up your financial reserves, reducing the risk of financial hardship.Is your family wealth in order so that when the time comes, your financial affairs are not a burden on your family? Inter-generational Wealth planning allows you to plan your families inheritance and benefit from seeing them enjoy it while you're still able to.There are so many things we help our clients with, above are just some of the examples of areas of planning we offer. Some big questions are:• When did you last review your financial affairs?• Do you know that as a UK resident you have access to several annual allowances that can help you save tax?• Are you confident that you have the right business insurance in place?• Do you understand the benefits of saving over a longer period of time?If any of the above questions resonate with you, then get in touch and organise a review. www.jg-wealth.co.uksimon.wade@sjpp.co.ukM: 07539 983604T: 0203 034 2079The value of an investment with St. James's Place may rise as well as fall. You may get back less than you invested.The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Listed skills include Finance, Accounting, Accounts Receivable, Accounts Payable, and 15 others.

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  Adviser At J G Wealth Ltd, Partner Practice Of St. James'S Place Wealth Management

  J G Wealth Ltd

  May 2017 - Present - London, United Kingdom