What is Wealth Management, and how do you find your ideal Wealth Manager?
In view of the complex financial services market, and the fast paced lives we all seem to have, it is not surprising that such questions arise, nor that they are hard to answer.
To put it simply, I am a client focused and trusted financial consultant. I provide advice for my clients in financial planning (to meet both immediate and future objectives), investment portfolio management (for existing and new investments) and in a range of other specialist services including:
- Retirement Planning
- Investment Planning
- Protection of Assets (Personal, Family and Business)
- Estate Planning
As an Associate Partner Practice of the award-winning St. James’s Place Wealth Management, my Clients enjoy exclusive access to a wide range of products and services, and the St. James’s Place distinctive approach to Investment Management. Each bespoke solution is tailored specifically to your personal needs, making it easier for you to manage your wealth. I do not provide off-the-shelf (or off-the-web) solutions, but offer my clients the benefit of a single relationship to meet all their financial needs whether their priority is to:
- Build or preserve capital
- Provide income from investments
- Gain financial protection against Risk
Operating with quality, professionalism and integrity, I form a life-long relationship with my clients and their families based on comprehensive understanding of their changing needs and ambitions, and the formulation of effective strategies to meet these. This is achieved effectively through providing dedicated personal, face-to-face wealth management advice and guidance, and working together with clients on an on-going basis so that any plans put in place remain effective in the future or can be adapted if circumstances or goals change.
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.