Paul Schofield, Paul Schofield Wealth Management Ltd

Office 110
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
Chairman

Business Description

I have worked in financial services for over 20 years and provide holistic advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

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

As a Partner Practice of St. James’s Place Wealth Management based in Burnley, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

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 represents only St. James's Place Wealth Management PLC (which is authorised and regulated by the Financial Conduct Authority) for he 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 titles 'Partner' and 'Partner Practice' are marketing terms 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

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

Accreditations & Qualifications

(full) Diploma in Regulated Financial Services