Services
Financial Health Check Services
Sometimes just having an expert check things over is all you really need. If you need some reassurance, new ideas or simply a helping hand then a financial health check could be right for you.
Working together to enhance your plan.
Clients tell us that when we work with them we add the most value by putting together a bespoke financial plan.
Occasionally, we find that clients already have their own plans in place. This may be because they have an interest in or a good understanding of financial matters. If so, you may be happy with what you are doing but just want a sense check to give you some peace of mind.
The benefit of sitting down with an experienced professional is that we can check what you have done, give you advice on matters such as tax efficiency and products you may not have thought of, as well as discussing what you may want to consider in the future.
Having a hands-on approach to your finances is brilliant, but having some support on hand could be exactly what you need to feel reassured about what you are doing.
Get in touch today for a personalised, no-obligation, financial health check.
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Your Partner, together with St. James's Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner's privacy policy which can be accessed on their website and St. James's Place Wealth Management plc's privacy policy which can be accessed at https://www.sjp.co.uk/privacy