Showing Best Selected Financial Advisors Covering Ascot Area

Jeremy Davies FPFS

JEREMY DAVIES WEALTH MANAGEMENT LLP

07960 147 535

01344 624 380

Jeremy Davies

 

I have spent the last 40 years working in banking and financial services, both in the UK and abroad and have, over that time, helped many individuals and companies to make the most of their money and realise their financial goals.

Your home may be repossessed if you do not keep up repayments on your mortgage….

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Over 40 years experience

FCA approved

No-obligation, one-hour initial consultation

Restricted advisor

Covers whole of Ascot area

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Areas of expertise:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

 

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.

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Who would be searching for financial advisors in Ascot?

Ascot has some of the highest house prices in the UK and is one of the most expensive places to rent. Younger people who prefer to stay in the area are likely to struggle to get on the housing ladder and so inheritance from older relatives is one route for first time buyers, but this may require access to advice on Inheritance Tax liability. With property prices so high and houses forming a considerable proportion of family wealth, many people will be searching for financial advisors in Ascot who specialise in preserving wealth down the generations.