Principal Partner Practice of St. James's Place Wealth Management
Director, Chartered Financial Planner & Fellow of the Chartered insurance Institute
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 and Pensions, 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.
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.
Trusts are not regulated by the Financial Conduct Authority.
The Partner Practice 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.
Hadlow Edwards Wealth Management Limited is registered in England and Wales, Number 04767558. Registered Office: The Old Brewery, Central Road, Wrexham, Wales, LL13 7SU, Wales.