Meena Halai's Linkedin Analytics

We are stronger than we think. When I lost my husband 18 years ago, I thought ‘there is no way I’m going to be able to manage all of these financial decisions alone.’ The list of things seemed exhaustive, all at a time which was already so difficult. As a Financial Advisor and Investment and Retirement Specialist, I now work primarily but not exclusively with women with who have been through a bereavement or are going through significant financial change. I help them discover their unique wealth strategy. When I realised I could make life a lot easier for myself - and simultaneously more secure for my children’s future, my outlook on life became broader and more engaging. What it took was making some key financial adjustments with the right support. And that's where I come in. Here’s how I help: 💫 By bringing a unique wealth team together. I work with estate planners, accountants, and family lawyers to achieve an holistic and highly effective financial plan for my clients. Headache gone, and the team are lift off! 🔍 By unpicking, unpacking and rebuilding a financial strategy that provides fulfilment and ease. From tax efficient investments to planning for and after retirement and this includes business owners. I take my clients through each step gently and simply. 💡 By strategising the best ways to create a financial legacy for the family. It doesn’t stop at ‘security.’ There’s a world of growth and adventure out there! If someone you know could use this guidance and the feeling of being excited about the future once more, feel free to give them my number or let's get straight on a call together ☛: 07583 737507 Regulatory statement: 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. Meena Halai Wealth Solutions Ltd 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 St. James’s Place Partnership’ and the title ‘Partner Practice’ is the marketing term used to describe St. James’s Place.