A Senior Partner Practice of St. James's Place Wealth Management. your language My values are. I'll tell you if it's right for you and I'll tell you if it isn't !
Personal Asset Management Wealth Ltd prides itself on providing holistic and essential financial planning to families and business's in plain English i.e. Ethical and transparent advice, what you get with me is what you see on the tin, THE TRUTH. No complicated jargon or waffle. I will demystify the jargon that surrounds my profession and put it into your language i.e. plain English. Relationship
09/02/2025
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30/01/2025
Just about to jump on a video call with some professional clients in Southern England
30/01/2025
Belting set of figures
No chance I do 9-5 or stick to the norm
Been speaking to clients today ie on a Saturday
What was in the budget and what wasn’t
Not in !
No reduction of tax free cash limits from personal pensions.
No reductions in tax relief for personal contributions into a pension scheme.
What was in !
Increase of Capital Gains tax
Pension funds will be part of your estate for Inheritance Tax purposes from April 2027
Changes in Inheritance Tax for farmers and business owners leaving their hard earned wealth to their beneficiaries
What’s your week been like, this is mine.
Saw a client who I have saved his beneficiaries £320,000 in Inheritance Tax since he listened to my advice over the last 7 years
Saw a person who had pensions in place from service in the public sector, confused on options and what had been built up, not any more as I know my stuff.
Saw a client who wanted to know what income he could get from his investments/ pensions in retirement.he’s happy as he said
“I really feel good and happy after our meeting “
Met a new client who was confused in taking money out of pension plans he has in place.
Not any more as I put his options into plain English!
which he understood
Several reviews of existing clients investments which have done really well over the last year
What’s your week been like ?
This is mine.
Went to London to see a new client and helped him transfer a pension into a plan that I can look after.
He also added £60,000 as a company contribution into his account
Saw some new clients who were worried about Inheritance Tax but there not worried any more after putting them straight with my knowledge
Put in place a trust for some clients who had taken out a life policy that will pay our faster than waiting for probate if one of them dies
Saw two retiring public servants and explained how I can help them with generating income and creating a legacy for their children.
15/10/2024
Good trip to London to see a new client
Yes and he liked the red shoes
15/10/2024
Off to see some clients in London
What’s your week been like ?
This is mine.
Helped a client sort out his income protection, he had an existing plan that needed changing
Helped a client position his investments so he could pay off his mortgage
Spoke to a potential client who wants my advice on developing different income streams
Met with some clients who had inherited money and wanted my guidance and help with some solutions to generate income
Gave some advice to some new clients transfer and amalgamate their existing pensions
Put at ease a client who was worried about the budget and gave him confidence he can retire comfortably now.
Helped a client find a pension scheme he had forgotten about and will help them develop greater growth on their pension funds with me giving them great initial advice and will be followed up with regular ongoing advice
Have a great weekend!