We specialise in complex pension planning, tax planning and business protection, whilst incorporating investment planning and inheritance tax planning. We work with entrepreneurs, executives, families and business owners in the North West and further afield. Our aim is to help you to plan for the lifestyle you want in 4 easy steps.
1: Take stock: We can find out and summarise where are you now, what arrangements you currently have in place and what issues you face
2: Future goals: Through focusing on you we can look at your main priorities, what you are hoping to achieve, where you want to get to and what lifestyle you want to enjoy
3: Implementation. Once we know your goals we can work with you to put an effective plan in place
Finally the most important stage is:
4: Review: Building an ongoing, long-term relationship with regular reviews to ensure that you not only get on track for the lifestyle you want but also remain on track, whilst mitigating risks along the way.
Once this simple process is in place you will have peace of mind that you and your family are being looked after by experts who genuinely care about your future.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.