My key objective is to not only help you in one aspect of your financial wellbeing, but to offer advice in a range of areas to ensure that any plans and/or recommendations for you are holistic and incorporate as many of your goals as possible.
I use Cash Flow modelling which takes a forward looking approach and to carefully analyse any potential shortfalls. Not only does this allow me to consider whether further savings or investments are required to meet objectives, but it also assists when choosing the most tax efficient way to draw an income at retirement.
Although I am based in Aberdeen I also work with clients across Aberdeenshire and Moray. If due to the location you are unable to meet at the Aberdeen office, I am available to meet at a location of your choice including travelling to your home.
To arrange a Financial Review, with no obligation, please call Charlotte Sinclair on 07774343428 or email her by clicking here.
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.