I take time to really get to know my clients before offering advice. This explains why many of my clients come from personal recommendations.
The overall aim of my practice is to help all those wishing to secure their financial future, whether the priority is to:
- Build and Preserve Capital
- Manage Cash and Borrowings
- Protect against sickness and/or death
- Provide for Retirement
- Reduce Inheritance Tax Liability
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.