When working closely with Police Officers, I find that there are a number of key challenges that they currently face;
- Pension Options at Retirement
- Life after Retirement
- Money Management/Budgeting
- Investment Strategy & Portfolio Management
- Estate Planning and Wills*
- Financial Protection Against Risk
A no obligation financial health check
Our three step financial health check will help you to create financial strength for you and your family.
Step 1 - Review the impact of recent tax changes
Step 2 - Create a robust financial plan
Step 3 - Maintain an on-going, regular relationship with you
We would be pleased to meet with you at a time and location convenient for you. Please contact our office to arrange a meeting.
*The writing of a Will 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.