Listing Checked & Verified

COVID-19 INFORMATION

Although many in the hospitality sector are reopening, this will be at a significantly reduced capacity, therefore some might be unable to give a discount as a temporary measure. We are updating our website as we are notified, but please check directly with the listing business. We appreciate your understanding as our businesses work through this challenging time.

St. James’s Place Wealth Management Financial & Legal, Professional Services

Various Discounts

FREE 1 hour Wealth Check

10% off for all new clients

Caspar has worked in financial services for over 10 years and provides financial advice, mainly to directors, professionals and retired clients helping them – and their families – with practical, tax efficient solutions to the financial issues that concern them most.

As a Wealth Adviser his emphasis is on building and maintaining long-term relationships with his clients and to provide them with a source of trusted advice as their financial needs evolve over the years, which may include:

– Investment planning;
– Retirement planning (pension planning);
– Inheritance Tax planning;
– Wealth protection

 

Business Location

Submit Review

Leave a Reply

Your email address will not be published. Required fields are marked *

Customer Service
Value for Money
Satisfaction
Recommended