A S Wealth Management

Providing wealth management solutions to individuals, business owners and corporate executives. Our focus is on:

• building long term relationships;
• helping clients build and preserve their capital; and,
• protecting them against risk.

To support us as representative, St. James’s Place Wealth Management Group has over one hundred
in-house experts covering all aspects of wealth management including investment planning, tax advice, retirement planning, inheritance tax/estate planning and protection. In addition to my expertise I have access to specialists within St. James's Place Wealth Management, as well as links with other professional bodies including solicitors and accountants.

Clients include:

• Business owners/entrepreneurs;
• Corporate executives;
• Individuals planning for retirement; and,
• Families with complex estates, including non doms.