Life has a habit of throwing challenges our way. Those that impact us on a day-to-day basis, and those that effect longer-term plans. As an experienced Financial Planner, this is where I come in.
Changes in circumstances will inevitably impact your financial position. Whether that be through a bereavement, a marriage breakdown, or some other life changing event.
My core advice focuses on:
- Investment planning
- Protection for you, your family, or your business
- Retirement provisions
- Inheritance tax planning
These may be things you haven’t had to consider before. Things you may be nervous to tackle. You are certainly not on your own. Many of my clients feel exactly the same way. This makes getting the right advice to identify your needs and objectives even more crucial.
In addition to the core areas, I am familiar with the complexities of Pension Sharing Orders and financial settlement agreements agreed by the courts. Of trusts and taxation implications following a death, and the need to plan effectively.
I offer confidence and expertise to talk through the steps in simple terms.
Most of all, I want to support you into the next chapter of your life. To give you some financial freedom with a sound financial plan. To empower you with the knowledge you need to make informed financial decisions, and to help you live the best life you can.
Trusts are not regulated by the Financial Conduct Authority.
L J Griffiths Wealth Management 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.