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We are dedicated to taking a holistic approach to Financial Planning so that clients can benefit from detailed financial plans and a broad range of advice. We pride ourselves on providing a first class service and creating wealth no matter what your investment and retirement objectives are. We are specialists in: Pensions Investments Life Insurance, including Business Protection Equity Release* Long Term Care Insurance Later Life Planning Inheritance Tax & Estate Planning The company also has a wealth of experience in the Mortgage market. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of your Investment can go down as well as up. You could get back less than you invested. *To understand the features and risks associated with Equity Release products, please ask for a personalised illustration. The Partner/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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives
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