Who we are
I can offer you the benefit of face to face advice to help prioritise your needs in areas including:
Personal Financial Planning- Investing for capital preservation, growth or income
- Planning for retirement
- Protecting lifestyles against risk
- Estate and Inheritance Tax planning
- Succession Planning – appropriate planning for the exit or loss of shareholder or partner*
- Business Protection – against the unexpected loss of owner or key employee
- Employee Benefits
- Business investment solutions
*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
The Partner Practice 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.
Richard Marshall Wealth Management Ltd is registered in England and Wales, Number 8753405. Registered Office: 4 Office Village, Forder Way, Cygnet Park, Hampton, Peterborough, PE7 8GX.
