|Glen Forrest||Trevor Shaw|
We offer a bespoke high level of service that is rarely seen in today's financial market place and this is why many of our clients have come from personal recommendations.
With over 40 years combined experience within the financial services sector, many of these years were spent as Independent Financial Advisers before moving to Wealth Management when we were invited to join St. James's Place. We accepted this invitation because of the dedicated and experienced team at St. James's Place, helping us to build a practice that can offer the best service to all our clients.
With the guaranteed advice and our “Best of Breed” approach at St. James's Place Wealth Management, we are able to offer a complete service to clients in all aspects of financial planning and also use some carefully selected products and services from other providers that have been chosen to complement and enhance the St. James's Place approach.
The overall aim of our practice is to help clients secure their future, whether the priority is to:-
- Build and Preserve Capital
- Gain Financial Protection Against Risk
- Manage Cash and Borrowings
- Reduce Inheritance Tax Liability
- Retirement Planning
- Portfolio Management
- Asset Protection