Stephen Pitcher's Linkedin Analytics

I am a Partner of St. James's Place Wealth Management and have extensive experience in providing specialist advice to clients who are successful in their own right and therefore find themselves in a situation where they do not have sufficient time or expertise to focus upon their finances. With over 39 years’ experience, I specialise in offering expert advice on a wide range of important areas including tax efficient investment planning, pensions, retirement planning and auto-enrolment implementation as well as inheritance tax or estate planning. My aim is to provide a highly professional service with a caring approach that always puts the interests of my clients first. I know that you are the most important part of my business and that my future success depends on how well I advise you and help you plan for the future. I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make, specifically for you. I hope that you find my profile of interest. Please feel free to browse my website and if you have any questions or would like to receive our complimentary reports & bulletins, then please do contact me. Specialties: Wealth Management, Investment Management - both onshore & offshore, Retirement Planning, Life Assurance, Critical Illness & Income Protection, Corporate Benefits, Inheritance Tax Planning, Pensions, Pension Planning, Business Protection, Keyman & Company Director insurance, Estate Planning, Early Retirement, accessing my pension, workplace pensions, auto-enrolment 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. Auto-enrolment is not regulated by the Financial Conduct Authority. 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 SJP Approved 3/11/2022