We are offering a no-obligation financial health check for members. This can be for you, your business, or your employees.
In the wake of a pandemic that has had a big impact on people’s mental health, and with the cost of living increasing at its fastest rate in decades, we want to help organisations and businesses to improve both the financial wellbeing of their employees and businesses as a whole by offering one-to-one sessions to review their finances and help get them on track.
The sessions can be face-to-face or online, and there is no obligation.
We provide a wide range of advice and services, whether you are looking for help to build, grow, protect, or preserve your wealth. Including:
Investments – Stocks and shares ISAs, investment bonds
Pensions – Current and previous workplace pensions, state pensions, and personal pensions
Protection – Life Assurance, critical illness cover, income protection, business protection (relevant life, shareholder protection, keyperson protection, private health cover)
Tax Planning – how to make the most of your allowances, income tax, inheritance tax, tax planning for business owners
Later life and intergenerational planning
Mortgages – new mortgages, re-mortgages, Buy to Let
We are also happy to offer mortgage advice to all members, from start to completion, without our usual broker fee.
All you need to do is email firstname.lastname@example.org and let us know a rough idea of what you would like to discuss, and we will contact you to arrange a time for us to have a chat.
Looking forward to hearing from you.
Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
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 of and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances. Some buy to let mortgage are not regulated by the Financial Conduct Authority.
Westerham Financial Services Ltd 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 ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.