I have worked in Financial Services for over 20 years and over that period of time have built up substantial knowledge and experience in dealing with different client needs. I appreciate that clients expect us to provide quality on-going advice and service and I believe this is reflected in the fact that a number of clients have been with me for most of that time.
In addition to advising personal clients on their Investment, Retirement Planning and Protection requirements I also concentrate on advising Company Directors and Business Owners on their business advice needs. These include setting up and advising on pension schemes such as SIPPs, SSASs and analysing old pension schemes.
I also advise trustees on their Investment Requirements.
Having specialist knowledge in these areas means that clients with more complicated needs can be fully catered for.
I am also getting more involved in client’s Inheritance Tax Planning issues.
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.
You may get back less than you invested. The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.