Principal Partner Practice of St. James's Place Wealth Management
I head up our London office in Mayfair. As a graduate of the St. James's Place Academy, I have a proven ability to combine the theoretical and practical aspects of Wealth Management.
Focusing on my clients' individual circumstances and needs, I assess their current financial position, get a detailed understanding of their financial objectives and put a plan in place to safeguard their assets for the future. Integral to my approach is ensuring that the client understands the necessity and purpose of the advice, and the context of their investment within the wider economy.
I focus on investments, estate planning, protection and retirement planning, specifically Trust investments, Pensions, Venture Capital Trusts (VCT) and Enterprise Investment Schemes (EIS)*, using the most suitable vehicle to minimise liability to taxation. My breadth and depth of knowledge adds real value to not only company directors and high earners, but every generation of a family. I adapt my advice to suit the specific needs of the client, and this personal approach has meant that I am often referred to other family members and friends.
*All EISs must invest in unquoted UK smaller companies and such companies, by their nature, involve a higher degree of risk than investment in larger companies. As such there is a risk that any of the investments may not perform as hoped and in some circumstances may fail completely. Also, due to the nature of underlying assets, EISs are fairly illiquid and such investors must be aware they may have difficulty, or be unable to realise their shares at levels close to that which reflect the value of the underlying assets. Therefore this type of investments should not be considered unless you are willing to accept a higher level of risk.
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Hadlow Edwards Wealth Management Limited is registered in England and Wales, Number 4767558. Registered Office: 65 Regent Street, Wrexham, LL11 1PF, Wales.