One of the most important lessons that I have learned in my twenty plus years of experience is that you do not have to be ‘wealthy’ to require Wealth Management. I believe in maximising the return from every asset, planning for an unknown future and ensuring a long lasting legacy for family and loved ones.
Darren’s approach to financial planning
Financial Planning begins as soon as you are ready, you and I will discuss your aspirations, specific requirements and plans for the future of you and your loved ones.
We will look carefully at your assets and how we can maximise growth and returns, we will approach subjects together, discuss all the options and make considered decisions based on your requirements and the facts to hand.
I will be with you every step of the way, offering guidance and practical advice, alerting you to changes in legislation and keeping you fully involved with the performance of your investments.
After twenty years-experience in helping people to get the most from their assets and whilst I have no ‘typical client’ I like to hope that I have an extremely close relationship with each and every one of them.
I have been lucky enough to specialise in Later Life Planning, an area that I feel strongly about and one where sound advice is absolutely vital. My membership of the Society of Later Life Advisers (SOLLA) points to my commitment and of course means that I am bound by their code of conduct.
My work with solicitors, attorneys and fellow financial professionals puts me at the heart of legislative and decision making processes. My expertise has been called upon to give public talks and advise on complex matters; I hope that my advice is trusted and respected.
I help my clients to fully understand their investments, the tax implications, issues surrounding accumulated wealth, specific income requirements, inheritance matters and bequests.
As a father of three children I understand the absolute need to plan carefully for tomorrow, helping my clients is a privilege and a responsibility that I do not take lightly.
I am qualified to advise on the following matters
- Investment Planning
- Inheritance Tax Planning
- Estate Planning
- Long Term Care Planning
- Retirement Planning
How to contact Darren
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
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/products. The St. James’s Place Partnership and the title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.