As Principal of an Associate Partner Practice of St. James's Place Wealth Management, I provide an empathetic approach to lifestyle financial planning for individuals and businesses across the UK. My style of financial planning is a conversation focused on each clients lifestyle in a warm and jargon free environment, we will have an initial discovery meeting to explore what is important to you today, your current circumstance and your future ideals. Now, that could be your dream holiday or dream purchase or ensuring you have a comfortable retirement, which as you can appreciate is a huge focus given people are living longer in the retirement years. ​ Together we will agree a course of action that aligns to your priorities and provide you with peace of mind.
Money Management / UNITED KINGDOM / 549 views
Wealth Management TP Financial Solutions is owned by wife team, Annabel and Tarnia. They have a passion for friendly, down-to-earth advice that is available to everyone. They can advise you on pensions, investments, and protection. Annabel advises on pensions and investments and is committed to looking at the ‘big picture’ so that decisions made about your finances complement your goals. She can advise you on saving for your future, investing for income, reviewing old pensions, setting up new pensions, tax planning and passing on your wealth to the next generation. Keeping things simple in a complex and ever-changing landscape, starts with an open conversation about you and your goals. We will make sure we make the most of what you already have in place, fill any gaps that we might find in your planning, and give you peace of mind for your present and your future. When not in the...
Money Management / England / 357 views
We at CSS Financial specialize in Financial Advice to those in all industries. City workers to the Entertainment Industry. Content Creators to Chefs. Adult Workers to Accountants. Our Values are the same to all our clients. Jargon Free advice based on listening to our clients and being empathetic to their needs. Income generation is no longer linear and we create long term financial plans that is based around this. Taxes are part of our day to day lives so we ensure that you are made aware of all of the Government Regulated tax vehicles available. Unfortunately we have never been educated on what is available to us. Therefore it is our mission to assist our clients in utilizing these valuable benefits. If you need a pension or have old dormant pensions that require consolidating, if you need insurance to protect yourself and loved ones or even if you just wanted...
Money Management / 278 views