Financial Advice on investing for future, retirement planning and inheritance tax mitigation solutions
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Partner in building your wealth and protecting it for future generations
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law.
If there are changes in your circumstances, such as:
starting a family
buying or selling a home
starting or selling your own business
receiving an inheritance
planning for or having achieved retirement
This should prompt you to review your finances with an expert.
As a Partner Practice of St. James’s Place Wealth Management, my focus is on you and on achieving or maintaining financial security for you and your loved ones.
Based on core values of excellence of service and above-all, integrity, I will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future.
My areas of specialty are:
Tax Advantaged Investments helping reduce tax payable for businesses and individuals.
Investment Audit to determine best investment strategies and comparison against existing portfolios.
Pension Planning for individuals and small businesses to maximise returns and save tax.
Auto Enrolment advice and support
Business exit strategy and Business Succession Planning
I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make specifically to you.
I live in the Byfleet - Surrey area and like to visit people in the comfort of their own homes at a time that suits them. I cover the breadth of Surrey, Berks, Herts, Kent and London; any further and I may recommend a fellow Partner local to your area to visit you.
I offer initial consultations at my cost and love to know about your individual circumstances and aspirations to tailor the solutions to what is suited to you - no bog standard solutions here.
I hope you find my Website informative, please feel free to browse and if you have any questions please do contact me.
What Type Of Networking Events Are You Interested In?
Contact me: Main email (you may prefer to enter using 'AT' instead of @ - eg keith AT freelancecopy.co.uk) plus your business phone number - and any other Website or Blog URL
rohit.rohela AT sjpp.co.uk
Which online or offline business networking groups do you belong to? (Please type 'none' if you're new to networking)
Business Over Breakfast
What's A Good Business Lead For You? (potential customers, and anyone else you would like to connect with)
Business owners looking to extract profits tax efficiently or reduce their income tax burden using tax advantaged investments - allowing you to reclaim income or capital gains tax paid using government approved solutions.
Business Owners looking at succession planning - what happens if a key person in the business dies?
Private Clients looking at reviewing their cash savings and/or investments - we create bespoke wealth management solutions using leading fund managers across the globe to deliver potentially higher returns over the medium to long term.
How Did you Hear About Us?
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