Financial Planning Advice Nottingham, Derby & Sheffield
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
We can help with a range of:
- Life Policies
- Regular savings
- Pension Planning and guidance
In addition to a free, no obligation impartial assessment – to asses your current situation and your aims and requirements for the future.
Any discussion is in total confidence and will only result in recommendations that are suitable for your particular needs. This includes products that help to reduce any potential Inheritance Tax issues in the future.
Setting up a Pre-Paid Funeral
A pre-payment funeral plan is an excellent way of providing you and your family with complete peace of mind for taking care of your funeral arrangements when you have gone.
They have the added advantage of saving your beneficiaries money over the long term, so that they will receive a greater share of your Estate.
Business Asset Protection Advice
Anyone who runs a business or that has business interests, needs to consider the implications of succession planning should anything happen.
Planning will ensure that the Assets and control of the business remain with the people that you have decided should influence the running of the business.
April-Dawn Martin – Nigel Johnson has been extremely helpful, honest, thoughtful with my personal details & thoroughly professional with regards to our Will. Along with other details I felt totally at ease & he has come across as extremely trustworthy, & really cared about us. He has made me feel like I’m his only Client, so thank you so much Nigel for caring enough to deal with us.
Doreen – Nigel came to our house as my mum needed to make a new will. He was very professional but at the same time was friendly and easy going and that instantly put my mum at ease. He explained everything really well and l don’t think l could have found anyone better.
Thank you Nigel
Stephen Taylor-Edwards – Excellent service. Did exactly as promised when promised and very reasonable price. Recommend without hesitation.
Why Choose Us?
We have over ten years’ experience in this important area and you will find that we work to a strict code of conduct with both compliance and a client’s charter in place.
A duty of care to our clients is our number one priority, which means that we are only satisfied when our clients are more than satisfied with the work that we have produced for them.
We find that clients often thank us for explaining important points and procedures that they were not only unaware of, but others failed to point out to them.
We are qualified to give you the best advice and service, we also offer a free no-obligation discussion – at at time and place to suit you. We have ELITE PROstatus on Bark and have been recognised for our good services.