Planning for a secure future whether for yourself, your family, or your business is one of the most important steps you will ever take. It is advisable to regularly review your financial situation, especially if there any changes to your circumstances; starting a family, changing jobs, starting your own business, receiving an inheritance, retiring, needing care later in life. A review of your goals is crucial.
Sandie’s specialties are:
- Retirement Planning and advice at Retirement
- Inheritance Tax Planning
- Long Term Care- Later Life advice including Care Fees planning
- Preserve Assets for long term security
- Investments-Building and Preserving Wealth
- Protection-against sickness and/or death- Personal or Business
Sandie’s philosophy focuses upon maintaining a long-term trusted relationship with clients showing distinct quality and integrity. This in turn gives both private and business clients financial peace of mind. This level of satisfaction may be judged by the fact that many new clients come to her as a result of personal recommendation by existing clients.
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.