Jack Lear, H-J Wealth Planning

View Jack Lear profile
H-J Wealth Planning

H-J Wealth Planning Financial Adviser
3 Weekin Works
112-116 Park Hill Road
Harborne
B17 9HD

Business Description

At H-J Wealth Planning Ltd, Partner Practice of St. James's Place Wealth Management, our philosophy focuses on maintaining a long-term, trusted relationship with our clients, showing distinct quality, integrity and excellence.

We work with businesses in the increasingly complex area of corporate financial planning, from pensions to employee benefits, through to insuring against the loss of a key Director or assisting with aspects of exit strategies.

Business solutions:

> Retirement Planning
> Aspects of Business Exit Strategy
> Employee Benefits
> Business Protection
> Group Life Assurance
> Company Pensions
> Trustee Investment Planning
> Group Private Medical Insurance

We also support private clients, helping them plan their finances effectively by way of providing holistic and bespoke financial advice. Private client solutions:

> Bonus Planning
> Tax Efficient Investment Planning
> Portfolio Management
> Mortgages
> Trust and Estate Planning
> Income Protection
> Life and Critical Illness Cover
> Inheritance Tax Planning
> Personal & Corporate Tax Planning
> Retirement Planning
> Private Medical Insurance

We offer clients a bespoke, high level personal service that is rarely seen in today’s financial marketplace. We take the time to really get to know our clients before offering advice. This explains why many of our clients come from recommendations.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount you invested.

If you would like an initial discussion about how we may be able to help, please do not hesitate to get in touch.