Jason Smith DipPFS's Linkedin Analytics

Imagine a world where finance is more rewarding. A greener portfolio. A legacy for your family. It all starts with one-to-one, face-to-face advice. We are here to help you embrace your tomorrow and plan for your future. Supporting you in your saving goals be it for your children’s education or your parents’ care. Then, planning for consistent, medium to long-term returns. We can make your wealth the asset it was always meant to be. Let’s begin today. You can talk to us about the below services: - Investment Planning - Retirement Planning - Inheritance Tax Planning - Protection Planning The value of your investment can go down as well as up. You could get back less than you invested. 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. SJP approved 30/10/23