Your Passport to a Wonderful World of Benefits
Virtual Wealth Management Clinic - Wednesday 2 February (Macclesfield) Identifying and achieving your life’s financial objectives and aspirations requires careful consideration and planning. Against a backdrop of unprecedented times, Covid-19 has delivered challenges across all aspects of daily life and for many it’s an uncertain time financially. Jon Pittey, an Associate Partner of St. James’s Place Wealth Management, has run many on-site clinics over recent years and as we respond to the current climate, we are continuing this service and offering members the opportunity to review their situation at one of our virtual member clinics on Wednesday 2 February. With constant changes to legislation around pensions, tax allowances and inheritance tax reliefs, this has become increasingly more complicated over recent years and in times of uncertainty it’s an opportunity to take stock of financial arrangements including the recent low levels in the stock markets that may represent an opportunity over the medium to long term. Services Include: Family and Business Protection Investment Planning Retirement Planning Inheritance tax planning Intergenerational wealth management To book your appointment please email jennifer.crook@astrazeneca.com Kingsford Financial Planning Ltd 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.