At EJM Wealth Consultancy, the focus of their business is a simple one; you. Your success is at the heart of everything they do. They understand that your financial future and affairs can be complicated, they aim to simplify the process to ensure that you benefit from the value of on-going professional guidance, and feel confident that you are on the right path to achieving your life goals.
Whatever your objective may be, they are here to guide you every step of the way with friendly and clear advice.
Support clients in all areas of financial planning:
◆ Personal protection planning
◆ Pension planning
◆ Retirement planning
◆ Investment planning
◆ Inheritance and estate planning
◆ Business planning
◆ Business protection planning
◆ Tax planning
◆ Cashflow modelling
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. The value of any tax relief is generally dependent on individual circumstances.
