As a Member of the St. James's Place Partnership, we have access to a number of key individuals within the St. James's Place Wealth Management Group, including those on this page, who play an important role in providing support to my business.
Liz Wade APFS,
Specialist Later Life Financial Adviser
My expertise covers all areas of financial planning and wealth management and I will help you to:
- Grow and maintain your wealth, specifically through the St. James's Place Distinctive Approach to Investment Management
- Manage your Retirement Planning, whether that’s building your retirement funds or evaluating post retirement options
- Preserve your assets for long-term financial security by assisting in Estate Planning, Estate Creation and providing Inheritance Tax solutions
- Understand funding options for Long Term Care provision
- Ensure that all your financial affairs are arranged as tax efficiently as possible in relation to your individual situation
- Plan to provide adequate Protection for you, your family and your assets
- Provide advice for businesses on business succession planning and agreements, together with employee benefits.
- Create a written document which details all of your assets, so that if something happened to you, your family has easy access to all the information they require to enable them to administer your affairs in the way you would have wished.
