At Steggles Wealth Management, we take the time to understand what's important to you through empowering you to achieve your long-term financial aspirations. By purchasing that dream property, protecting the things that matter to you the most or by putting a plan in place catering for your future spending and retirement needs.
With over 50 years of combined experience in providing financial advice to our clients, we provide families with the help they need, from protecting their income to safeguarding their inheritance and the essential points in between. The types of financial areas families need help on:
If you would like further information, or to receive advice, please don't hesitate to get in touch here.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Everyone's financial situation is unique, but from drawing on a wealth of experience, we help clients who need advice on investment and retirement planning and the many financial decisions they take at various points in their life. You may find you need advice on:
If you would like further information, or to receive advice, please don't hesitate to get in touch here.
Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
Some buy to let mortgages are not regulated by the Financial Conduct Authority.
Directors of SMEs and the self-employed have specific needs. At Steggles Wealth, we can add value to your company by managing the internal business savings, group employer and employee schemes whilst offering relevant tax-efficient planning. You may find you need advice on:
If you would like further information, or to receive advice, please don't hesitate to get in touch here.
Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
Managing wealth on behalf of someone else can be complex and time-consuming. We take the pressure off trustees and people who have been granted power of attorney for friends and family by helping them manage their responsibilities and investment objectives. You may find you need advice on:
If you would like further information, or to receive advice, please don't hesitate to get in touch here.
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.
Trusts are not regulated by the Financial Conduct Authority.
The initial session with no obligation is designed to get to know your current financial situation and objectives to see if we can help. This allows us to build a recommendation on the discussions we have had in our meeting.
Suppose you decide after the initial meeting you wish to become a client of Steggles Wealth. In that case, there may be initial and ongoing charges depending on the type of recommendation made.
We will discuss the breakdown of charges further in the initial meeting, as they will vary depending on the work required.
Ongoing Financial Advice
We feel it's essential to receive ongoing financial advice throughout your lifetime. Your financial situation and investments can change regularly, and therefore, it's important to adapt and alter your ongoing financial plan accordingly. We charge 0.5% to our clients on their investments and pensions which we manage, to allow them to receive ongoing financial advice from us.
Steggles Wealth is an Appointed Representative of St. James's Place Wealth Management. Due to this, we are supported by a comprehensive range of financial solutions and a distinctive approach to investment management. We choose to be a Partner Practice of St. James's Place, as it's important to us our clients have access to a range of carefully constructed, risk-rated portfolios which are actively managed on an ongoing basis. All investments are diversified across a wide range of asset types and countries.
We use our expertise and St. James's Place resources to manage your wealth, so you don't have to.
Letting our clients have access to one of the largest wealth management companies in the UK is paramount for us. Being a client of Steggles Wealth allows you to benefit from the St. James's Place approach to investment management. We have a joint belief no single investment house has a monopoly on investment expertise. St. James's Place does not employ any internal fund managers and alternatively carefully selects several outstanding external managers worldwide to manage their range of funds. This gives clients a diversified spread across funds, all managed by different managers with different styles and strengths. This approach is something we value and provide to our clients.
The value of your 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 you invested.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website at www.sjp.co.uk/products
