James Hutchins
DipPFS
My key objective is to help individuals, families and businesses take control of their financial future whilst giving them peace of mind in a simple and jargon free manner. My advice is tailored to help each client achieve their specific goal or target and covers all aspects of financial management.
About
My priority is to make financial advice simple and easy for my clients to understand. It doesn’t need to be complicated, complex or something you ’leave until I’m older’. In order for people to achieve their financial goals it is always better to start sooner rather than later, regardless of your salary, job or previous financial actions.
As part of my role I work with my clients to:
- Review existing pensions and plan for retirement
- Explore investment opportunities
- Ensure families, individuals and businesses have adequate protection
- Reduce inheritance tax and plan for future generations
In order to help achieve the above I will regularly review your circumstances as your financial journey is ever changing and is not a ’’one size fits all’’ approach. In our initial meeting we will establish some objectives and make a long term plan for how we aim to achieve these. I will keep you updated on any changes in legislation and make adjustments when necessary.
Current clients include:
- Self-employed/Business owners
- Individuals & Families planning for the future
- Directors
- Retired individuals & couples
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.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
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 products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 20/01/2023
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.
