Financial Planning Services & Advice
If you are looking to get your finances in order, or would like some friendly advice, we offer financial planning services across the UK.
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 and 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.
You can always email us directly at firstname.lastname@example.org with any questions you have about our services.
Consultations at a time to suit you
Estate Planning Consultant
STEP Registered & IPW Member
As meetings in person can be difficult with the current climate, we provide consultations over the phone and through video calls.
Contact us to book an appointment.
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.
Karen – I cannot express enough how Nigel helped mum before she passed and then assisted me with the attainment of probate afterwards. Enstively handling each step of the way he also had expert knowledge. And…to top it all, his charges are inexpensive when compared to solicitors, especially here in London. I paid 20% when compared to other fees quoted and doesn’t mean less service. Nigel is someone who serves and doesn’t believe in overly charging. I cannot recommend Nigel and his services more.
David & Linda Molden – Excellent, efficient service with everything explained by Nigel when we asked questions. Would highly recommend using this service.
Richard Greasley – We were recommended by a friend to use Nigel and the service has been fantastic. We had a virtual meeting to discuss our requirements and then within a few days the Wills were typed up by Nigel for me and my Wife to review. Would highly recommend and use for other needs in the future.