We offer a comprehensive financial planning service for all your investment and protection needs:
- Pension Planning When do you want to retire and how much income will you need?
- Life Assurance How much cash would your family need to maintain their current lifestyle if you die prematurely?
- Income Protection Would you require a regular income or a cash sum if you suffered a serious illness or disability?
- Investment Planning/Regular Savings Are you making the best use of any spare capital or surplus income?
We are here to listen to you and offer advice and guidance, when we know what it is YOU want to achieve, we can help in making those goals in life achievable.
The Practice had been operating as an IFA before Nick Barker accepted an invitation to join St. James's Place Wealth Management.