Hayley Kneath DipFA's Linkedin Analytics

Helping you determine and reach your financial goals by analysing your needs and advising accordingly with our wealth of financial solutions. • Retirement Planning including consolidation of Pensions. • Extracting profits Tax efficiently from your Business. • Investing for the future. • Protecting what’s important to you. I’m proud to be part of a FTSE100 group leading the way in Wealth Management. St James’s Place gives me the freedom of building lasting relationships with my clients by managing the due diligence process. This means an extensive investigation in to the suitability and credibility of any new provider is undertaken before acceptance to the St James’s Place panel of providers. We have a unique approach to investing which is managed and monitored by our Investment Committee - This has proven to be the cornerstone of our success. With a global approach to investing, our Investment Committee acquire the finest Fund Managers and oversee their work to generate consistent, superior investment results for our clients over the medium term. See here our investment committee’s key focuses and why we contract out the management of our funds - https://www.sjp.co.uk/products-and-services/investment-management-approach I joined SLD Wealth, an established Senior Practise of St. James’s Place November 2018. Prior to joining I had worked in the Finance Industry since 2010 delivering outstanding service to my clients, mainly focusing on their Mortgage needs. After studying for the Diploma in Financial Advice in my own time, I swiftly gained the qualifications required, broadening the scope of my advice to investing and retirement planning. I pride myself on the level of advice and expertise given to my clients. This has proven to be valued by my clients enabling me to build long lasting relationships and acquiring regular referrals. The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. SLD Wealth 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). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SLD Wealth is a trading name of SLD Consulting Ltd.