Partner Practice of St. James's Place Wealth Management
I have been working in Financial Services for sixteen years and along the way I have found that I get the greatest pleasure from making a real difference to my clients' lives and futures by sitting down with them to work out bespoke plans. I have recently joined Cranwell Wealth Solutions, from HSBC, to me give me freedom to provide a wide range of financial solutions.
Cranwell Wealth Solutions is a fast growing practice, mainly down to word of mouth and recommendations, and with the new office in Uckfield I will bring my background of excelling in client service to build trust with both existing and new clients.
I personally believe that everyone’s circumstances are different and that they will also be constantly evolving and that is why it’s vital to meet with my clients and keep in touch regularly. This enables me to tailor all advice to be both timely and relevant. Even if that means no action is taken at that point, it gives all involved peace of mind that we are perfectly positioned.
My experience and expertise covers a broad range of financial planning including:
Covering your plans and the future plans of your family and dependants to ensure that in the unfortunate event of death, critical illness or long term sickness you can still afford your commitments.
Investing either for growth or to generate additional income in the most tax efficient manner. Either through a lump sum or regular savings towards a future goal with an aim to achieve more than you can in a cash account. This could be for a new purpose or reviewing existing plans to make sure they are best placed to achieve your goal.
Planning for or living in retirement. The best made plans start as early as possible and are continually reviewed throughout their growth period to give you the best retirement possible. When the time comes to turn that hard earned money into sufficient income to achieve retirement aspirations, I enjoy working with clients to make this a reality.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
An investment placed into equities would not have the security of capital associated with a deposit account with a bank or building society.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
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.
Cranwell Wealth Solutions Limited is registered in England and Wales, Number 09005167. Registered Office: Cranwell House, Eastbourne Road, Uckfield, East Sussex, TN22 5ST.