Senior Partner Practice of St. James's Place Wealth Management
Anthony has been a fully qualified financial adviser for over 20 years, giving financial advice mainly to families and small businesses. He focuses on helping them achieve their hopes, dreams and ambitions, whilst ensuring life’s eventualities do not get in the way of realising them.
Here are examples of how he helps his clients: -
Utilising the tax allowances available to each person.
Setting aside money for children and grandchildren for university fees or provide a deposit for their first house.
helping to mitigate any potential tax bill on death.
Saving enough money for the retirement they deserve.
Protecting family’s financial future.
Ensuring current protection arrangements are adequate and cost effective.
Passing on control of financial affairs.
Anthony is dedicated to building trusted client relationships and delivering a holistic, client-centred service.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Contact Anthony Shultz - Wealth Management Consultant
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.
Regency Financial Planning is a trading name of Regency Wealth Ltd. Regency Wealth Ltd is registered in England and Wales, Number 7970712. Registered Office: Unit 6 Calder Close, Calder Park, Wakefield, West Yorkshire, WF4 3BA.