Our wealth management services deliver benefits in three key areas as outlined below.

Please contact us for more information on products and services, which we compile to suit your individual circumstances.

PROTECTING ASSETS AND FAMILY ESTATES

Asset protection is the cornerstone of everything we do for our clients.

Protecting yourself, your family and your assets against financial loss due to death, illness or tax.

MAINTAINING LIFESTYLE

Providing the confidence to enjoy an excellent lifestyle whilst the income that provides this lifestyle is continually working.

We work out the ‘magic number’ – the amount of money required to maintain the desired standard of living into retirement.

CREATION OF FUTURE CAPITAL

We work closely with our clients to put the right strategy in place to help achieve financial goals. Focusing on comprehensive investment solutions and ongoing service to support your future financial well-being.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

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Daniel Bloomfield Wealth Management together with St. James's Place Wealth Management plc are ‘the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see our Privacy Policy or the St. James's Place Privacy Policy

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