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Financial Planning

Financial Planning Services Nottingham, Derby & Sheffield

If you are looking to get your finances in order, or would like some friendly advice, we offer financial planning services across Nottingham, Derby, Sheffield, the Midlands and the South.

Call us on 0800 689 0923

We have partners that have many years’ experience advising people about their financial planning whether it is for Investments, Pensions, Life cover or Inheritance Tax planning.

Our free and impartial advice is available from St James Place Wealth Management. A team that already have many satisfied clients residing in all parts the country, they provide a simple understanding but professional approach to Financial Planning.

Estate Planning involves close links to Financial Planning and very often the two are required together to have the complete solution for your individual aims for you and your families future plans.

Estate Planning Advice

In addition to a free, no obligation impartial assessment – we can asses your current situation and your aims and requirements for the future. Taking into account your property, assets, belonging, and any money you hold, we can set out the best plan of action to protect your estate and assets.

We can help with a range of:

  • Life Policies
  • Investments
  • Regular savings
  • Pension Planning and guidance

If you would like advice on how to best protect your Estate and plan for future, get in touch with us today. We cover across the Midlands and the South, so if you are in Nottingham, Derby, Sheffield or beyond, we can come to you.

We offer a free, no obligation consultation at a time to suit you, to discuss your needs.

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Financial Planning

We have partners with many years’ experience to help with financial planning and advice across investments, pensions, life cover and inheritance tax planning.

Contact us today to discuss what you need.

Long Term Care Planning

Long Term Care can be a very complex and controversial subject, the majority of people are very concerned about losing their savings and home to pay for this care.

We can help plan and mitigate the risk of loosing your savings.

Learn more about our Long Term Care Planning.

Pre-Payment Funerals

 You can have the piece of mind that everything is planned, so your family don’t have to worry about anything.

We can advise and go through all your needs and requirements.

Learn more about our Pre-Payment Funerals.

Business Asset Protection

We can plan to ensure that the Assets and control of the business remain with the people that you decide.

If you run a business and want to pass it onto your family or children, you will need a Trust to ensure you can.

Learn more about Business Asset Protection.

Inheritance Tax

We can advise you on how to minimise the rate of inheritance tax and advise you on exactly how much you might have to pay.

The value of everyone’s estate is taken into account when evaluating Inheritance Tax.

Learn more about Inheritance Tax.

Read our latest reviews

We are very proud to have such nice comments from our clients. To see all our client reviews, go to our reviews page. You can also leave us a review.

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5.0 rating

Mr Fred Spencer – A friend of mine sent me the document written by Nigel, which was mainly about reducing the care fees that may be charged by our local council if either myself, or my wife needed to go into care. I found the document to be very informative and easy to understand. I then decided to talk to Nigel about what we may need to do in terms of our own Estate planning. Within minutes of talking to Nigel, he made me feel that he really had our interests at heart and he gave me quite a bit of free advice. As a result of this advice, we decided to commission NJ Legal Services to draw up new wills for us both and to change the ownership details of our property with the Land Registry. I would not hesitate to recommend NJ Legal Services and obviously, Nigel in particular, to friends and family. A truly easy and friendly experience.

5.0 rating

Mrs Susan Hammerton – We were visited at home by Nigel who was friendly and very professional. His help and advice was given with patience and courtesy. Everything was explained perfectly. We are very pleased to recommend NJ Legal services.

5.0 rating

Keith Hawley – This service was a gem we did everything on line fast and trouble free everything in plain English easy to understand the introduction booklet Nigel has produced was most helpful especially the information about Lasting Power Of Attorney saved me a fortune.