We will ensure that your wealth will be secured for your family and heirs in accordance with your wishes. Aspirations - We invest our time to understand your financial goals and help you stay on track. We hold a no obligation discovery meeting which is focused on you. Manage - We help our clients to manage their Wealth and Investments by enrolling our clients onto our Wealth Management Programme. We work with some of the best known Legal and Tax Advisors to ensure that your wealth is retained by you and your immediate family. Grow - We aim to grow your knowledge and wealth over time by engaging you into our Wealth Management Programme. We use an award winning wealth management platform which is run by St James's Place Wealth Management. 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.
I have dealt with Gary and his team for over 14 years. I found him very approachable and straight forward in dealings with him. I would recommend him to others.
Reviewed on 22/09/2015
Exempling service, and I would highly recommend them to anyone who is retired and looking for better income.
Reviewed on 17/07/2015
All the staff are very caring and understanding. Especially after my aunties bereavement. Gas has been very loyal & supportive, I could not have had better. It has been not just about managing my wealth but about a trusted relationship which I am grateful for.
Reviewed on 23/04/2015
At the meetings they explain everything in plain language and has always treated me as a good friend.
Reviewed on 21/04/2015
Really pleased with the services provided. Honest, reliable & very professional.
Reviewed on 25/03/2015