Face to face advice and support service for individuals and their families, business owners/influencers and trustees. A Partner Practice of St. James’s Place Wealth Management, they can help in the ‘Creation and retention of your wealth, for now and the future’.
Collett Wealth Management specialises in retirement planning, investment planning, personal & business protection and inheritance planning.
The business provides an advice and support centre for clients by giving them individual attention and tailor-made advice, followed by a review system tailored to each individual’s circumstances. This approach ensures that financial needs are met as an individual/business and not by an off the shelf/web package.
For more details visit their website.
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.