WHAT DO WE DO?
Our approach is one of delivering an outstanding service, that takes the greatest care of each and every client that deals with us, enabling them and their beneficiaries to understand the solutions designed to provide them with the control to achieve their personal and financial goals and aspirations.
Our emphasis is on building and maintaining long-term relationships with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Our advice covers all areas of Wealth Management including-:
• Pension & Retirement Planning
• Investment & Savings Planning
• Inheritance Tax Planning
• Wealth Protection
• Financial Life Planning
We can also support Business Owners plan their Investment, Business protection and retirement needs through specialised advice.
HOW DO WE DO THIS?
• We will provide you with high quality professional financial advice through the Wealth Management Programme.
• We will assess your short/medium/long term goals and develop strategies that will help you in achieving these, along with protecting those in the event of untimely illness and death.
• We will offer a comprehensive service through our structure review programme. This includes the monitoring and review of existing arrangements in relation to your changing needs, legislation and the effects of taxation and inflation on growth and income.
• ‘My Documents – What I own and where it is kept’. This will help you keep track of all your assets and relationships and help your family know exactly where they are.
• We will provide access to an excellent product range, together with a distinctive approach to investment management available through St. James’s Place Wealth Management.
• St. James’s place guarantees the suitability of advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services provided by companies within the group, more details of which are set out on the groups website at www.sjp.co.uk/products.
• All meetings will be carried out in the strictest of confidence.
Walford Wealth Management is an Associate Partner of St. James’s Place Wealth Management.
The value of an investment with St James's Place may fall as well as rise. You may get back less that you invested.
WHERE ARE WE?
Based in Solihull & the surrounding areas.
HOW TO CONTACT US?
Tel; 0121 80 90 600
Walford Wealth Management Ltd.
Walford Wealth Management Ltd 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.