As a Partner Practice of the prestigious St. James's Place Wealth Management, our focus is on providing tailor made financial solutions and developing and maintaining long term client relations as your financial needs evolve over the years. Our service is based on core values of excellence of service and above-all, integrity. Most clients are seeking to achieve three principal financial objectives:
- Build or preserve capital
- Reducing an Inheritance Tax Liability
- Gain financial protection against risk
The Director of the Company, Julie Whitelock, is able to keep her clients aware of current market information, producing a Monday Market Bulletin is just one example of this.
Julie is in the privileged position of having been introduced to her clients over many years by Professional Connections, who recognise the value in her holistic approach to financial planning. It is also a great compliment that a number of new clients come to Julie as a result of personal recommendation by existing clients. To know that you are trusted with a client’s financial arrangements is a great honour but to know that they trust you with the affairs of their business as well as that of their parents or children is an even greater privilege.
Please contact us if you have any queries and we hope you find this site informative.