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Kevin Gatland OBE APFS's Linkedin Analytics

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We build your goals, dreams and aspirations into a personalised financial plan backed up by sophisticated cashflow planning software. We help you stay on track through a lifelong partnership only making adjustments when needed. Crucially, we help you protect what you hold dear, build wealth and avoid costly financial mistakes. An expert in financial planning, coaching and advice, you’ll be able to visually see your personal financial plan stretching decades ahead, be at the forefront of financial opportunities and know that our working relationship means we have you and your aspirations and interests front and centre. First, we understand your purpose, then plan bespoke proposals and selections to fit your needs from the following areas: > Investment planning in global equities, bonds, property and alternatives; > Retirement planning, pensions, drawdown and annuities; > Inheritance tax planning using tools such as Trusts and Business Relief; > Protection planning e.g. life insurance, income protection and critical illness. Working with us is a fully collaborative, enjoyable journey built in with proactive, regular reviews to ensure that you make the most of your money and staying on track to achieve your goals, dreams and aspirations. The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. Trusts are not regulated by the Financial Conduct Authority. 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 04/06/2024

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