Our Practice Approach
Personalised advice that puts you front and centre
At PJL Wealth Management Ltd we don’t do ‘off the peg’.
Instead, we start by understanding what makes you tick, what matters to you most – and how you’d like your financial future to shape up.
It’s only once we get the full picture that we’ll put together a range of options, clearly explaining the ins and outs of each, and make recommendations. That way you save precious time, and reach investment decisions that are right for you.
We’ve designed our financial planning approach around four key principles:
- We plan for you to always have the right money, in the right place, at the right time – by building and preserving your wealth
- We offer peace of mind – by ensuring your family or loved ones are protected through careful planning.
- We make the most of your time and ours – always working together as efficiently as possible.
- We set out your options simply and clearly – never using baffling jargon.
It’s a philosophy that sees the majority of our new introductions come from personal recommendations by satisfied clients who trust and value the advice we give them.
Our services include:
Building and preserving capital
- Retirement planning
- Investment planning
- Trust* and estate planning/Inheritance tax planning
- Portfolio management
Financial protection against risk
- Protecting your family
- Protecting your income
- Protecting your lifestyle
- Wills*
Managing cash and borrowings
- Mortgages
Visit our Advice & Services page for more information
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 you select and the value can therefore go down as well as up. You may get back less than you invested.
*Wills involve the referral to a service which is separate and distinct to those offered by St. James's Place and along with Trusts are not regulated by the Financial Conduct Authority.
Testimonials
