Financial Advice and Wealth Management with Guaranteed Advice
"Best Financial Advisor in the UK 2005" As voted by readers of Money Observer, The Guardian.
Our sister company Good Life Financial Planning is a full partner firm of St James Place Partnership, the leading mortgage and financial planning firm in the UK and winners of several industry awards. Only the leading financial services business in the industry are eligible for partnership qualification.
All Advice We Give You is Fully Guaranteed
We are the only business that fully guarantees all financial advice we give you, which means that you can rest assured that your investment, savings, assurance or pension choices will be the right ones.
Researching and Choosing the Leading Products on Your Behalf
The St James Place Partnership have dedicated significant resources into researching and choosing leading products from the whole market to ensure that you don't have to. Investment Funds, Pension Funds and Assurance Schemes have all been carefully selected and continue to be monitored on your behalf.
Areas of Speciality
We can offer you specialist advice on the following areas;
- ISA's and TESSA Tax Free Savings (or transferring your existing arrangements to higher savings rate products)
- Inheritance Tax Planning (ensuring your family are NOT left with a large tax bill on your bereavement)
- Pensions and Pension Transfers (free reviews to calculate whether your pension is working hard enough for you, or transferring multiple pensions into one place)
- Company Pension Schemes which can reduce payroll costs for companies and use unused tax incentives for employees
- Tax Advice
- Investment Funds and Management Services
- Private Medical Insurance and Life Assurance
- Private Banking
- House, Buildings and Commercial Insurances
Personal service in the comfort of your own home
Should you wish to discuss any aspect of your financial arrangements, we will only be too happy to arrange a private, confidential appointment in the comfort of your own home at your convenience. Please contact us for a no obligation consultation.
