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.