By taking time to get to know each other, we can build trust and help to establish a long-term mutual relationship. This may take several conversations before I know enough about you to advise on the most appropriate course of action and before you know enough about me to become a client.
Once your circumstance, needs and priorities are fully understood, the appropriate options will be recommended to help you achieve your goals. This may require additional planning, for example tax planning or the use of trusts*, which could help you to arrange your investments more efficiently.
I believe an open and honest approach is essential to build and sustain strong, long-term relationships with my clients. From the moment you decide to become a client, I aim to demonstrate the value of this relationship through the high standard of personal service I deliver to you - it is as important to me as it is to you.
We all prefer to do business with someone we both like and trust. Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
In line with my professional background, I have focussed on developing specialist knowledge and am now fully qualified as a trusts* and estate planning Partner. However, as a representative of St. James’s Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning, Retirement Planning and Later Life Planning.
I believe Coast Wealth Management can provide all of your financial planning needs.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Trusts are not regulated by the Financial Conduct Authority.