Francis Wealth Management Limited
|Our philosophy focuses on working closely with our clients on an ongoing basis, helping them to realise their financial goals and to safeguard them in later life.|
A little bit more about Simon
Simon has devoted over 20 years to helping others make the most of their money and realise their financial goals. Areas such as paying for care, preserving and passing on wealth, releasing equity from the home* and estate planning and holistic financial advice.
The Later Life Adviser Accreditation (LLAA) is the recognised benchmark for advice skills of advisers who specialise in later life planning. An accredited Later Life Adviser can advise on equity release*, long term care funding, pensions and annuities, investments, savings and tax planning.
Being independently accredited offers the added reassurance that you will receive the practical help and guidance needed to help you make the right decisions at the right time.
This means Simon can help you with care fees planning as he understands the long-term care system in the UK and provide suitable advice and recommendations, by:
Other areas Simon Specialises in:-
– Estate Planning
– Retirement Planning
– Protection Planning
– Investment Planning for tax efficiency, growth and income
– Inheritance Tax Planning
To book a no obligation consultation
If you would like to discuss the options available to you, please contact me for a no-obligation initial meeting.
How you can contact Simon
Telephone – Office 01728 830777 – Mobile 07966 922290
Email – firstname.lastname@example.org
Website – www.franciswealth.co.uk
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.
* This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
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 title ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.