Money is not simply money, money represents much more. If it was just money, our “money problems” would be easily solved. We could simply stop spending more than we make, and live happily ever after. St Pauls Financial Planning can support you with your life goals.
If you have ever taken financial advice, and most people have at some time in their lives, you will understand how confused it can leave you. The layers of overly complex language, has led many people to make the decisions without really understanding what, why or how much it is costing them. Even worse, some people will walk away from taking some of the most important actions in their lives. At St Pauls Financial we have a team of experts that will take time to understand and support you with your life goals.
Most of our clients have simple aims:
To build, protect and spend their wealth in a sustainable means that maximises opportunity.
Protect their loved ones from financial hardship and to mitigate the risk of bad investment.
Make sure the tax man’s share is fair but not more than it needs to be, keeping out of trouble.
These common objectives shouldn’t be confusing or difficult to achieve, but they so often are because of the way financial advice is delivered.
All of the financial advisers at St Pauls Financial Planning are regulated by the FCA and are able to advise and sell products from any provider right across the market. We’ll take time to understand you; tailoring products, services and opportunities that will yield the largest return on investment.
If you’re using an adviser, always always make sure it’s an independent financial adviser.
“Edward was open and honest in all aspects of the visits and you couldn’t ask for more than that as it leads to the trust you require when dealing with someone you never knew before.”
“Steve was a great help, calm and patient when listening to where we were in life and what we expected for the next few years.”
“Very easy to arrange an appointment. Understood the issue clearly and explained the procedure in detail.”
We’ll listen to fully understand your challenges. We strive to talk to you in plain and simple terms – no jargon. We’ll give you advice and guidance on how best to manage your portfolio and investment.
At St Pauls Financial Planning we always have the interests of our clients at the heart of everything they do. We keep up-to-date with the latest legislation to unleash opportunity for growth and investment. Whether you’re planning for your families future or want to maximise the returns on your financial portfolio, our insights can help you to explore opportunity.
