Award-win­ning wealth man­age­ment that is sim­ply par for the course...

HK Golfer - - Club House -

We fo­cus solely on pro­vid­ing face-to-face ad­vice and of­fer a ded­i­cated, per­sonal wealth man­age­ment ser­vice to build long-term, trusted re­la­tion­ships. To­gether, we would look to cre­ate a work­ing plan, pro­vid­ing you with a clear di­rec­tion to­wards meet­ing your fi­nan­cial goals. This in­cludes clar­i­fy­ing your ob­jec­tives and re­search­ing all of the op­tions avail­able to you.

As a Part­ner of St. James’s Place Wealth Man­age­ment, a FTSE 100 com­pany with over £79 bil­lion client funds un­der man­age­ment, we have ac­cess to a wide range of prod­ucts and ser­vices that can be tai­lored specif­i­cally to your needs mak­ing it eas­ier and sim­pler for you to man­age your wealth.

We have the ex­pe­ri­ence to help you suc­cess­fully se­cure and en­hance your fi­nan­cial fu­ture by of­fer­ing spe­cial­ist ad­vice in a wide range of ar­eas in­clud­ing:

In­vest­ments | Re­tire­ment plan­ning | Es­tate plan­ning | Ed­u­ca­tion fees plan­ning | Fam­ily pro­tec­tion

An in­vest­ment with St. James’s Place will be di­rectly linked to the per­for­mance of the funds se­lected and may fall as well as rise.You may get back less than the amount in­vested.

For fur­ther in­for­ma­tion, or to re­quest your com­pli­men­tary copy of The In­vestor mag­a­zine, please con­tact:

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