Expertise

  • Wealth Management
  • family protection
  • ISA's
  • Inheritance Tax Planning
  • Income Protection
  • Investment
  • Pensions on Divorce
  • investment planning
  • Wills & Trusts
  • Retirement & Pension Planning
  • Mortgage & Protection Advice
  • Mortgage Advice

Summary

Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation.

 

I am passionate about helping business owners and professionals protect and grow their hard-earned wealth through face-to-face, tailor-made financial planning.

 

Together we can:

► Help build and preserve your capital, taking advantage of tax planning opportunities.

 

► Help you take profits from your business in a tax-efficient way, while enabling you to exit your business when you want.

 

► Help you to achieve and maintain your desired lifestyle in retirement.

► Manage your cash and borrowings, including mortgages.

 

► Protect you from financial risk, both as an individual or a business.

 

► Retain and protect your wealth and assets for future generations and ensure it passes to whom you want when you want.


My commitment to my clients is to:

► Always act with integrity, respect and honesty in all circumstances.

 

► Seek long-term relationships built on trust.

 

► Help you establish and articulate your financial goals.

 

► Put in place a plan to help you achieve those goals and enhance your wealth.

 

I can help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change. I achieve this by arming my clients with relevant, up to date information, and providing guidance on the options available so that they can make informed decisions for their financial benefit.

 

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Your home may be repossessed if you do not keep up repayments on your mortgage.

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.

Taxation rules can change at any time and are dependant on individual circumstances.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

Lionbridge Wealth Management 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.


Experience

  • Lionbridge Wealth Management

    Principal Financial Advisor
    1 - 5 Employees 2019 - Current

Qualifications

DipPFS

CertCII (MP)


Clubs and Associations

Chartered Institute of Insurance


Email Ryan

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