Simon Baldwin | High House Wealth Management Ltd.
I help individuals, business owners and NHS consultants, with the aim of helping them grow the value of their pension and investment plans, whilst keeping them as tax efficient as possible. In addition I provide protection planning advice to protect families and business owners against the financial devastation death or long term serious illness can cause. Also, working with my clients…
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I help individuals, business owners and NHS consultants, with the aim of helping them grow the value of their pension and investment plans, whilst keeping them as tax efficient as possible.
In addition I provide protection planning advice to protect families and business owners against the financial devastation death or long term serious illness can cause.
Also, working with my clients to help them plan their estates effectively to mitigate inheritance tax.
The approach is to put the interests of clients first, taking the time to understand their needs and to establish exactly what they require in order for me to help them achieve their financial goals and also potentially exceed them.
This is followed up with research and a thorough explanation of the individual financial solution in a clear and understandable plain English format.
Many people have accumulated various policies over the years so the first step is to review and analyse these to making sure they continue to do the job they originally intended. By doing this my clients have a full understanding of their current position.
By recognising the importance of helping my clients realise their dreams – whether big or small – through Strategic Financial Planning – the advice helps to sustain clients, their family and their health for the future.
The approach is to provide a bespoke financial planning advice to suit my client’s present circumstances.
•A personal approach
•A thorough understanding of your needs and current position
•Making your goals and ambitions the number one priority
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.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
The Partner Practice 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 title ‘Partner Practice’ is a marketing term used to describe St. James’s Place representatives.
Simon is a member of our Money/ Finance Select team
*Will writing involves the referral to a service that is separate and distinct to those offered by St. Jame's Place and along with Trusts are not regulated by the Financial Conduct Authority.