Expertise
- Wealth Management
- Pensions
- Investment
- ISA's
- Pension Auto Enrolment
- Pension Planning
- pension review
- Investment Planning
- Investment Advice
- Financial Advice
- Financial Planning
- Business Owner
- Inheritance Tax Planning
- Profit Extraction Strategies
- Life & Medical Insurance
- Employee Benefits
- Death in work insurance
- Income Protection
- Critical illness cover
- shareholder protection
- Keyperson
- ISA
- Capital Gains Tax
- Portfolio Management
- family protection
Summary
It's my aim to make a real tangible impact in your life by helping you to secure your, your family's or your business's future.
The majority of people have no real clarity about where they are heading financially, or what sort of financial future awaits them. By helping you to create a clear path way to financial independence, I'll provide you not only the peace of mind and confidence that comes with knowing your financial future is secure, but also the freedom and flexibility to pursue your own passions & interests in life, before it's too late.
Most of my clients neither have the time or resources to continually assess & monitor their financial plans to the required level of detail. Therefore I make sure that we have an effective plan in place that:
• Makes sure they get round to doing the things they know they should be doing,
• A plan that is regularly reviewed and re-strategised if markets or personal circumstances change
• Keeps them updated on any legislative changes that may impact the plan.
I help you to answer questions such as:
• When can I afford to retire?
• How can I pay less tax?
• How can I reduce the impact of inheritance tax?
• Am I doing the right thing?
To arrange a quick 10-15 minute meeting to discuss if we are the right fit for each other feel free to get in touch.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
Southover Wealth is a trading name of Southover Wealth Ltd.
Southover Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://www.sjp.co.uk/products.
SJP Approved xx/xx/xxxx
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 http://www.sjp.co.uk/privacy
Experience
-
Southover Wealth
Financial Planner
- Current
Qualifications
DipPFS
