At Alton Wealth Management we believe in building long term relationships and face-to-face financial advice. Our goal is to give you a better understanding of your current financial position, help you to achieve your goals and to deliver solutions in a jargon free manor.
We believe that financial plans should be tailored to clients' individual needs and that clients should have the opportunity to speak through their own circumstances. The financial world is ever complex and ever changing, so we want to become part of your financial journey and adapt and review your plans along the way.
The St. James's Place Wealth Management Group offers a wide range of high quality services to businesses and individuals whether the priority is to:
- Preserve and build capital
- Gain financial protection against risk
- Reduce inheritance tax liability
- Build a pension for retirement
- Corporate planning.
Working in conjunction with St. James's Place Wealth Management means that our clients have the opportunity to benefit from a high level of investment expertise, trusted advice and experience.
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.
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.