Gareth Metcalfe, Paul Schofield Wealth Management Ltd

Suite 303-304
Business First Business Centre
Liverpool Road
Burnley
BB12 6HH
Private clients/Business owners in need of professional & personalised advice re. Investments & Pensions (both new & existing), Estate/Inheritance Tax

Business Description

I represent a team of financial advisors, who provide holistic advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

This covers all areas of wealth management, including, retirement planning, estate planning, including Inheritance Tax planning advice, wealth protection, savings planning, investments, and personal/business protection. Please visit our website at www.paulgschofield.co.uk for further details.

As a Partner Practice of St. James’s Place Wealth Management based in Burnley, our emphasis is on maintaining a long-term relationship with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years. My particular role includes placing individuals with the best advisor for them, based on their circumstances and personality, so that they can have the best relationship possible over the long term.

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.

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 titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

 

 

My Recommendations

Paul has recently visited my home to discuss pension and other financial details and options for my wife & myself.
He was very informative, thorough and professional in his approach, explaining everything in an easy to understand and non-pressured way.
We are confident our finances are now in good hands, and wouldn't hesitate to recommend Paul for anyone seeking reliable pension and financial advice.

from Darren Brown

Paul has gone out of his way to explain in detail and simplify what is available in investment to a confused mother of mine.
She is and so am I a lot clearer now and have a more structured plan of how to progress, so thank you Paul.

from Laurie Smith