WHAT WE DO

We help our clients achieve life’s financial goals by building, growing, protecting or preserving their wealth.

HOW IT WORKS

We have an initial conversation to discuss your needs and if required, we can help with:

• Reviewing all private pensions and setting up new pensions
• Tax Efficient Investments
• Investments (Capital investment as well as Regular Savings)
• Inheritance tax planning (how NOT to pay tax on death)
•  Protection (life, critical illness, income protection, private medical insurance, etc.)

WHAT ABOUT OUR CHARGES?

Initial consultation meetings are provided without any obligation or meeting charge.

You only pay if you decide to go ahead with our recommendations. What you pay will depend on the product/service you have chosen, and we will give you a transparent breakdown of all charges before proceeding

READY TO TALK? Message me on LinkedIn, email me at jayna@sjpp.co.uk or call me on 07879 013946