With the hectic lifestyles that most of us lead nowadays I find that very few people have the time to manage their financial affairs as effectively as they would ideally like. What’s more, the financial world we live in is highly complex and fast-changing with many people focusing on the here and now without looking at the longer term plan of where they want to end up. With this in mind I specialise in working with self-employed consultants and business owners, helping you to use your limited company as effectively as possible for you and your family’s future financial planning.
I will work with you to consider what you want to achieve and when, then put in place a bespoke roadmap on how to achieve this goal as tax-efficiently and cost-effectively as possible.
The main areas we are likely to discuss are:
I have a strong belief in education too, so before we proceed with anything I will make sure it is clearly and succinctly explained to you as well as ensuring that you are aware of and understand all the alternatives. Too many people feel like they are just sold products and don't fully understand what is going on in my opinion, so my goal is to build a long-term and trusted relationship with you, of which the cornerstone is that you fully understand where your hard-earned money is working for your future and why.
To provide you with additional peace of mind, St. James's Place guarantee all of my advice.
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.