Expertise
- Wealth Management
- Income Protection
- family protection
- ISA's
- Inheritance Tax Planning
- Investment Planning
- Tax and Tax Planning
- Pensions on Divorce
- Pension Advice
Summary
I have 15 years experience in the Financial Services Industry, providing expert financial advice to help create wealth, minimise tax and protect against risks.
My advice covers all areas of Wealth Management, including Retirement Planning, Wealth Protection, Savings & Investment planning.
As an Associate Partner Practice of St. James’s Place Wealth Management based in Cheshire, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
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 favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.
Perchard Wealth Management is an Appointed Representative of and 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.