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 Nottingham, Derby, Sheffield, the Midlands and the South.
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.
Call us on 0800 689 0923
We offer a free, no obligation home visit at a time to suit you, to discuss your needs. Contact us today.
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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
- 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.
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.
We offer a range of financial services to fit all needs and requirements.
Long Term Care Planning
This is a very complex and controversial subject, people are fully aware of the possible need for long term care and the majority of people are very concerned about losing their savings and home.
We can help plan for long term care, to protect your home and savings.
Learn more about Long Term Care Planning.
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.
Our trusted funeral plan authority advisers can help plan and set up a pre-payment arrangement.
Learn more about Pre-Paid Funerals.
Inheritance Tax Advice
The value of everyone’s estate is taken into account when evaluating Inheritance Tax.
All UK residents have an individual allowance currently of £325,000 before any Inheritance Tax is due – this is also known as the Nil Rate Band Threshold (NRBT).
Learn more about Inheritance Tax.
Business Asset Protection
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.
Learn more about Business Asset Protection.
Graeme Tanner – Excellent service, friendly, professional and prompt, don’t hesitate to use nigel and his team.
Iris Wheeldon – Nigel visited us at home to arrange a number of matters, more so our Powers of Attorney. Nigel explained everything in a really clear manner and checked our understanding throughout the meeting. When Nigel had left I felt like a weight had lifted! I can’t thank him enough. A lovely gentleman offering a very important service. I would strongly recommend Nigel to anyone needing help in planning their estate.
Joanne Lamb – The will service was personal, professional, prompt and of excellent quality. I feel I have successfully secured my wishes and protected those dearest to me in the event of my passing. Absolutely worth the investment. Thank you Nigel.
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.
Karen Oldham – Nigel visited my elderly parents to sort out their will and deeds. He made it a very straight forward experience for them. Nigel was extremely friendly and when explaining a very complex subject to my parents he made it easy for them to understand. Throughout the whole process Nigel was very professional and he gave them plenty of time to think about the options open to them. We would highly recommend Nj legal services.
Joyce Williams – Nigel took care of all the necessary documentation with a most professional, friendly approach. Couldn’t have wished for a better service. Now have peace of mind knowing that everything is taken care of. Highly recommend NJLegal Services to anyone.
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