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, Estate/Inheritance Tax Planning

Business Description

I represent Paul Schofield, and his team of fully qualified 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.

Please take time to view the recommendations provided for Paul and other members of the team, with regards to the advice that they have provided.

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

Gareth organised for me to see one of the advisers at his company to sort out my pension and investments as I had no retirement plans in place. The weight that has been lifted off my shoulders is incredible. I would recommend Gareth to anyone that needs to plan for their future. He is a great bloke and extremely easy to deal with.

from Lee Collins

Mike and I had a 1to1 with Paul and it was invaluable. You don't have to have wealth to see Paul, he creates it for you by helping not only with high end investments, but savings, policies, and a general wealth overhaul. Highly recommend him - thank you.

from Anneliese McKay