Wealth management is about taking care of all your financial needs together with those of your family, but the reality is that very few people manage their finances as best they might.
My main aim is to help my clients achieve financial security and independence. It is a fact that many people are unclear of where they are heading financially. You may have assets, investments and/or high levels of income but still be uncertain about how to use these assets to meet your goals and aspirations. One thing is certain, my clients are interested in ensuring their money is where it should be, doing what it should be doing as tax efficiently as possible.
Wealth management should provide a co-ordinated or holistic plan of all aspects of your affairs. For a successful relationship you have to trust your wealth manager implicitly and there has to be empathy with your aspirations because only in this way can you create a successful strategy for your financial affairs.
Your financial situation is unique, so the core of what I offer will be a personal service and a long-term relationship combining ongoing regular and comprehensive reviews of your personal finances.
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.