The advice that we provide covers a wide range of important personal and corporate financial decisions including:
Private Planning Solutions:
- Investment Planning
- Pre and Post Retirement Planning
- ISA Investment Review Service
- Inheritance tax planning
Corporate Planning Solutions:
- Financial planning for businesses including keyperson, shareholder protection and relevant life plans
- Employee Benefits, including auto enrolment, group death in service, private medical insurance and group income protection arrangements
Our expertise can provide advice to personal and corporate clients and our commitment to you as a client is to assist you to identify and address your needs and aspirations through a personable, friendly face to face advice process for you, your family or your business.
We understand how complex the issues of finances can be for the majority of people. With this in mind my aim is to simplify the process and assist in securing a strong financial future for my personal and corporate clients.
This is something I feel passionate about and is why many of my clients come to MJB Financial Planning from personal recommendation.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.