Clear and professional financial advice you can understand
As we only provide a bespoke service, we visit our clients, at a time and place convenient to them, whether at their home or office. We make a point of maintaining regular contact with our clients and meet with them as often as is necessary to ensure our complete understanding of their ongoing needs and aspirations.
Our many areas of expertise include:
- Investment planning
- Retirement planning
- Inheritance Tax and Estate planning
- School fee Planning
- Protection planning
- Mortgages and financing planning
We have over 22 years in the financial services industry to call upon and as a representative of St. James’s Place Wealth Management, they are able to guarantee the suitability of our advice.
Your home may be repossessed if you do not keep up repayments on your mortgage.