Senior Partner Practice of St. James's Place Wealth Management
Kim has 9 years industry experience and has built a wealth of knowledge in all aspects of business and personal financial needs. In addition to her financial qualifications, she also has a Master’s Degree in psychology, so Kim is passionate about forging a deep relationship and thorough understanding of her clients concerns, dreams and aspirations.
Finance can sometimes be a potential minefield so Kim prides herself in being able to provide appropriate advice in a clear, straightforward and timely manner. Kim is an expert in her field and uses industry leading planning tools to help show clients what their financial future may look like and how it could be improved with appropriate solutions in place.
For Personal Clients Kim’s personal clients know that they are working with an adviser they can trust to truly understand their lifestyle and goals. After a thorough financial assessment, she identifies whether their current plan is on track to provide the future they desire and provides robust solutions to bridge any potential gaps. Areas of interest to personal clients could be:
Planning for your family's future
Protection in the event of death or illness
Estate Planning and Inheritance Tax Mitigation
For Business Clients By complementing the services of your existing professional advisers, such as accountants/solicitors, Kim will complete a thorough assessment of your current position and will provide expert advice and guidance through the potential minefield of your business financial needs. Areas of interest to business owners could be:
Protection and mitigation against financial threats
Tax efficient profit extraction
Maximising returns from cash holdings
Business succession planning
Aspects of Tax efficient exit strategies
Group benefit packages
Staff retention/attraction strategies
For all Kim’s clients, once a strong plan is in place, Kim is committed to maintaining a close relationship, providing an ongoing service tailored to client’s specific needs, thereby forming a true financial partnership for life.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
An investment in equities will not provide the security of capital associated with a deposit account with a bank or building society.
Trusts are not regulated by the Financial Conduct Authority.
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.