Tag Archives: wealth management

Awards

Last week I met with the three finalists for the ‘best customer services award’ in the Leicester Business Awards. I am sponsoring this particular award this year. The winner will be announced on Thursday evening. St. James’s Place Wealth Management … Continue reading

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Happy New Year

Happy New Year everyone. This week is of course everybody’s first full week back to normal after the festive period. Many of my clients are looking to start the year by reviewing their existing investments, pensions and protection policies as well as … Continue reading

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Seminar for health care professionals

This week I am preparing for a seminar I am giving to health care professionals about their NHS and private pension planning, Inheritance Tax Planning and Wealth Management needs. I will be joined by a speaker who has an in … Continue reading

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