What exactly is "wealth management?

🦉What, exactly, is "wealth management"?

Well, it's making the most of, and protecting, your assets.

Whether your assets are cash, property, investments, health, family or income, they are vital components of your financial plan.

🦉Who needs "wealth management"?

To be truthful, whether you're just starting out in your career, just starting a family or starting to think about slowing down towards retirement, PRESERVING what you already have (preserving its erosion from tax or inflation) and PROTECTING it from the unexpected is sensible.

💡You work HARD for your money.

❓Why not get it to work hard for you and save for something special?

😢Instead of keeping it to one side in case you need to use it to buy your food, pay the bills or cover your mortgage or rent.

⭐You may have earned your wealth, acquired it or inherited it.

Ensuring you use it to its full potential and craft the future you want and deserve is down to you.

It's not just the super-rich who get financial advice.

❓ Why not YOU?

As Martin Luther King Jr said: “Faith is taking the first step, even when you can’t see the staircase”

Helping you preserve, grow and protect your wealth.  Who does that for you?

If you’d like to have a no-obligation review or your current situation and establish whether you can create a pathway to a better future, or change the direction of your current pathway, feel free to get in touch!

⚡turn your pennies and pounds into possibilities 

Email: heide.swift@sjpp.co.uk

Mobile: 07903 302895

Tel: 01525 309300

Website: www.heideswiftfinancialplanning.co.uk

#wealthplanning #financialplanning #protection #advice #financialadvice #wealth #money #yourfuture

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise.  You may get back less than the amount invested.