More often than not, it is changes in our personal or business circumstances that prompt us to take a closer look at our finances and seek the advice of financial professionals; yet on a day-to-day basis low interest rates and high inflation can have dramatic effects on the value of our wealth, whether that be short-term savings or longer-term investments and pensions. Wealth management involves taking a pro-active approach in planning for the future as well as a reactive approach to changes in our circumstances – making your money work harder so you can achieve your goals is key.
I am passionate about building long-term relationships with my clients based on trust and an in-depth understanding of their personal finances. This ensures that I am able to provide the advice that is needed to help them plan for their future financial goals and also offer tailored advice at those crucial times in life when their financial circumstances change.
I provide wealth management and financial planning services to individuals, families and businesses in Wirral, Liverpool and Cheshire. I seek to minimise exposure to taxation, preserve and build wealth and plan for future generations by prudent investment management and financial planning. I always put the interests of my clients first and I offer a no obligation initial consultation and meeting.
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.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.