Principal Partner Practice of St. James's Place Wealth Management
Warren has worked in Financial Services for over 30 years and has gained a wealth of knowledge to help mostly personal (rather than business) clients.
He specialises in helping our clients plan effectively to ensure opportunities are maximised and importantly, pitfalls are avoided.
Many new clients come to him on the recommendation of existing clients, particularly for Later Life Planning or to help plan how to most effectively leave life savings to children and grand children.
His approach is to understand exactly where his clients' finances stand now (particularly how property is owned and the importance of excellent Will planning*), and then work with them to steadily improve tax efficiency, potential returns and general organisation.
Very often Warren works with more than one generation of a family to achieve best results. Clients who have straightforward needs or much more complex requirements are both welcomed if they need the help of a dedicated personal Financial Planner.
*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.
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 and bases on taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
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.