With 29 years’ experience in the financial services industry, I am well-placed to offer a broad range of financial planning advice including:
Inheritance Tax planning – using effective tax-minimisation strategies with the emphasis on reducing your Estate’s liability to Inheritance Tax
Retirement planning – guiding you through the decision making process, to enable you to make an informed choice for your future
Succession planning – offering a holistic approach for the whole family, ensuring that the youngest family members achieve financial security for life.
The value of an investment may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
For more information or to arrange a no obligation review meeting to discuss your current investments and future requirements please contact me on 0208 207 4000, 07973 346597 or firstname.lastname@example.org.
Christopher J Green Wealth Management 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 at www.sjp.o.uk/products