Have you invested money with St James's Place? If so, then we've recently launched a 60-second quiz to find out if you could be eligible for compensation, with the help of Pension Justice. All you need to get started is an idea of the kind of investment you have made with SJP, the year it started, and roughly how much contact you have had with an advisor. Using this information, and a few more details that we will take you through step-by-step, we can unlock the best advice on how to proceed. Regardless of what you know about the SJP scandal and how much you have invested, you could be eligible for compensation. 🔗 Visit our SJP Claims page to find out more: https://lnkd.in/exMy8XjU #Pension #StJamesPlace #Compensation
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SJP client Nick Taylor has built up a profitable property portfolio – and thought that would eventually be his pension. His financial adviser, James, helped him see how proper pension planning and diversifying his assets could make a big difference to his future, and that of his two children. Nick believes that everyone should seek financial advice – so they can make their money work as hard as they do for their future. Read more: https://lnkd.in/eCinustZ #Diversifying #Future 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. Past performance is not indicative of future performance. The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation. The advice provided to Nick Taylor was given after a full evaluation of their specific needs, circumstances and requirements. The solutions provided would not be suitable for most investors and the information provided does not constitute advice.
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The more I learn about the financial system and investment markets, the more I understand how having someone in your corner who knows what they are doing is crucial to achieving not just financial freedom but financial peace :-)
SJP client Nick Taylor has built up a profitable property portfolio – and thought that would eventually be his pension. His financial adviser, James, helped him see how proper pension planning and diversifying his assets could make a big difference to his future, and that of his two children. Nick believes that everyone should seek financial advice – so they can make their money work as hard as they do for their future. Read more: https://lnkd.in/eCinustZ #Diversifying #Future 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. Past performance is not indicative of future performance. The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation. The advice provided to Nick Taylor was given after a full evaluation of their specific needs, circumstances and requirements. The solutions provided would not be suitable for most investors and the information provided does not constitute advice.
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If you have any financial connection with St James's Place, then today's post is for you. We've received countless calls from concerned savers who have money tied up with SJP, and who aren't sure if they are eligible for compensation. The St James's Place scandal has recently brought to light a number of discrepancies between what the wealth management company has been delivering, and what it charges for. What's more, it seems that savers have been paying excessive fees for investing and even for transferring their money away from SJP. To help you determine if you are eligible for any kind of claim, we've created a quick quiz on our website which invites you to answer a series of questions to ascertain if we can help you. 🔗 You can find this here - https://lnkd.in/exMy8XjU Alternatively, you can contact us directly to request a free, no-obligation review of your pension/investments. #Pension #SJP #StJamessPlace
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I know lots of people with a single minded focus on bricks and mortar Investments. Enclosed, we hear from one such SJP client who had built up a profitable concentrated property portfolio – and thought that would eventually be his best choice of income in retirement. SJP financial advice clarified how proper pension planning and diversification of assets could make a big difference to his future, and that of his two children from a legacy perspective. Read more: https://lnkd.in/efXbBvqi #Diversifying #Future 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. Past performance is not indicative of future performance. The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation. The advice provided to Nick Taylor was given after a full evaluation of their specific needs, circumstances and requirements. The solutions provided would not be suitable for most investors and the information provided does not constitute advice.
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SJP client Nick Taylor has built up a profitable property portfolio – and thought that would eventually be his pension. His financial adviser, James, helped him see how proper pension planning and diversifying his assets could make a big difference to his future, and that of his two children. Nick believes that everyone should seek financial advice – so they can make their money work as hard as they do for their future. Read more: https://lnkd.in/dbZhJR_m #Diversifying #Future 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. Past performance is not indicative of future performance. The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation. The advice provided to Nick Taylor was given after a full evaluation of their specific needs, circumstances and requirements. The solutions provided would not be suitable for most investors and the information provided does not constitute advice.
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Director at WB Wealth Ltd | High-quality, bespoke financial planning for senior financial services individuals and business owners in London | Chartered Financial Planner and Wealth Manager | Fellow of the PFS and CISI
SJP client Nick Taylor has built up a profitable property portfolio – and thought that would eventually be his pension. His financial adviser, James, helped him see how proper pension planning and diversifying his assets could make a big difference to his future, and that of his two children. Nick believes that everyone should seek financial advice – so they can make their money work as hard as they do for their future. Read more: https://lnkd.in/eaBdZj5e #Diversifying #Future 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. Past performance is not indicative of future performance. The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation. The advice provided to Nick Taylor was given after a full evaluation of their specific needs, circumstances and requirements. The solutions provided would not be suitable for most investors and the information provided does not constitute advice.
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SJP client Nick Taylor has built up a profitable property portfolio – and thought that would eventually be his pension. His financial adviser, James, helped him see how proper pension planning and diversifying his assets could make a big difference to his future, and that of his two children. Nick believes that everyone should seek financial advice – so they can make their money work as hard as they do for their future. Read more: https://lnkd.in/dbZhJR_m #Diversifying #Future 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. Past performance is not indicative of future performance. The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation. The advice provided to Nick Taylor was given after a full evaluation of their specific needs, circumstances and requirements. The solutions provided would not be suitable for most investors and the information provided does not constitute advice.
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Providing expert financial advice to Individuals, Business Owners & Yacht Crew to help maximise wealth, protect against risk and minimise tax
SJP client Nick Taylor has built up a profitable property portfolio – and thought that would eventually be his pension. His financial adviser, James, helped him see how proper pension planning and diversifying his assets could make a big difference to his future, and that of his two children. Nick believes that everyone should seek financial advice – so they can make their money work as hard as they do for their future. Read more: https://lnkd.in/e7C-ea8i #Diversifying #Future 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. Past performance is not indicative of future performance. The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation. The advice provided to Nick Taylor was given after a full evaluation of their specific needs, circumstances and requirements. The solutions provided would not be suitable for most investors and the information provided does not constitute advice.
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Your pension is solid, but what if you could supplement it with tax-free money? An Indexed Universal Life (IUL) policy lets you grow and withdraw cash tax-free–if structured properly and following IRS guidelines. #FirefighterFinance #TaxFreeCash #RetirementBoost #IUL #FirstResponderSupport #ProtectionRed #Firefighters
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Your pension is solid, but what if you could supplement it with tax-free money? An Indexed Universal Life (IUL) policy lets you grow and withdraw cash tax-free–if structured properly and following IRS guidelines. #FirefighterFinance #TaxFreeCash #RetirementBoost #IUL #FirstResponderSupport #ProtectionRed #Firefighters
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