Holleron’s focus is on maintaining long term relationships with its clients and providing them with a source of trusted advice as their financial needs evolve over the years.
The company has found that whilst a number of them share similar concerns, clients all need individual solutions. Many have received financial advice in the past, however the overwhelming feeling is that it is fragmented, complicated or perhaps no longer relevant. To meet your personal objectives, financial planning has to look at the complete picture.
- Expert advisers
- A broad perspective of your situation
- A lasting relationship
- Guaranteed advice *
These are four distinctive benefits of working with a Partner Practice of St. James’s Place and utilising their approach to Wealth Management.
Peter Ellis has worked in financial services for over 15 years and specialises in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Working predominantly with directors, professionals and retired clients, Peter is able to help them with practical solutions to the financial issues that concern them most. His advice covers all areas of wealth management, including retirement planning, wealth protection and investment planning and often works alongside clients’ own solicitors and accountants to provide a complementary service and a fresh perspective.
Additionally, Peter is able to assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions (including Auto Enrolment), protection for directors, key employees or shareholders, maximising tax reliefs and aspects of exit strategy planning.
* St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management services available for companies in the group.
Please contact Peter Ellis on 07872 601 262 or e-mail: firstname.lastname@example.org to discuss your current situation and future objectives.
The Partner Practice 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.