I work alongside directors, professionals and retired individuals to deliver bespoke financial advice. My aim is to ensure you and your family is protected by creating tax efficient wealth over the medium-long term. As a financial adviser, my emphasis is on maintaining a long-term relationship with my clients, providing them with a trusted source of advice as their financial needs evolve.I can provide advice in the following areas: • Retirement Planning (Pension’s & Investments)• Estate & Inter-Generational Wealth Planning (Inheritance Tax Mitigation & Gifting)• Building and Preserving Wealth (Investments & Trusts)• Personal Protection (Life, Critical Illness and Income Protection Insurance)• Business Protection & Tax Planning for Business Owners• Mortgages• Later Life Planning Please contact me for a no obligation review - 01730 239853 or will.currie@sjpp.co.uk.Your home may be repossessed if you do not keep up repayments on your mortgage. 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. Rotherbrook Financial Planning is an Appointed Representative of and represents St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives.SJP Approved 18/09/2024