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Our goal here at Andrew Varley Financial Planning is to help our
clients achieve financial peace of mind. We offer a holistic and
ongoing relationship that helps you meet all your financial needs.
We recognise that financial planning is not something that was taught at school and can get pushed to the back of priority lists. It can become complex and is constantly evolving.
We can provide you with a single financial relationship that will allow you to manage and build towards your priorities and financial goals. Clients are at the very core of what we do.
We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.
The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation.
Whether you need to set up or review existing retirement planning strategies, for you or your employees, we can help you make the most of your retirement opportunities.
We understand that running a successful business can take priority over the time spent on planning the financial security of you and your employees.
Successful financial planning is not all about pensions and investment. It is just as important to consider how we manage our cash holdings and mortgage debts.
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 you select and the value can therefore go down as well as up. You may get back less than you invested.
St. James’s Place guarantees the suitability of the advice given by the members of the St. James’s Place when recommending any of the wealth management products and services from companies in the group, more details of which are set out on the Group’s website at www.sjp.co.uk/products
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.
(C) All Rights Reserved Andrew Varley Financial Planning 2021
SJP Approved XX/XX/XXXX
