Our financial lives are getting much more complicated than those of any generation before us and we need answers to many questions, such as:
How do we decide where our money should be invested?
How should we monitor individual fund managers and their results?
Do we know how to protect our family’s standard of living in the event of a serious illness or death?
Does our retirement planning allow for sufficient income while minimising taxes?
How do I ensure my estate is most effectively arranged to minimise Inheritance Tax?
The answers to these, and many other questions, differ from person to person and cannot be resolved by off-the peg solutions. Nor does one solution solve all problems - our needs change and continue to change with our circumstances.
I offer a personal wealth management service, predominantly in Dorset. I do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
Build or preserve capital
Manage cash and borrowings
Gain financial protection against risk
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.
Contact Nicholas Carroll 07538 047566
SJP Approved 28/02/2023
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.