At Solosy Wealth Management we provide a wide range of expertise and knowledge that helps our clients fulfil their aims and aspirations regarding their future prosperity.
With expertly tailored advice, we believe that no client is the same and therefore developing an understanding long-term relationship is essential to deliver the very best service we can offer.
We offer 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
- Manage and build a pension for retirement
Working as a part of St. James’s Place Wealth Management means that our clients have the opportunity to benefit from a level of investment expertise, trusted advice and experience that is difficult to find in the financial services.
|Private Clients||Corporate Clients|
|Investments||Inheritance Tax||Corporate Protection|
|Retirement Planning||School Fees Planning||Corporate Pensions||Protection||Annuities||Employee Benefits|
|Mortgages|| ||Commercial Funding|
| || ||Auto Enrolment & Work Place Pensions|
If you've decided you'd like to discuss your financial arrangements - or you've been referred to us by one of our existing clients - then please contact us
The vlaue 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 you invested.