Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law.
If there are changes in your circumstances, such as changing jobs, divorcing, planning for retirement or looking to make inheritance tax solutions, a review of your current goals is crucial.
As a Partner of St. James's Place Wealth Management, with over twenty years of experience Gill's focus is on you and helping you achieve or maintain financial security for you and your loved ones.
Our initial consultation with clients is without obligation allowing us to establish if we are able to assist. If we are able to help then we will confirm this in writing after our meeting so that you have adequate time to consider our proposals before instructing us to work on your behalf in providing a bespoke solution to your needs.