Working with the North-East London LPC Specialist Financial Advice for Pharmacy Professionals
We have developed trusted and lasting relationships with North-East London Local Pharmaceutical Committee members through the provision of a truly personal wealth management service. We specialise in addressing the financial concerns, both business and personal, which affect those in the pharmaceutical industry.
As part of our service:
- We help our clients achieve their short and long-term financial goals
- Working together, we can create a strategic plan tailored to each client’s individual needs and objectives
- We agree an ongoing review and service framework to check that our recommendations and advice remain effective
- We provide carefully constructed risk-rated investment planning to create diversified investment portfolios, which aim to maximise returns over the medium and long-term
- We offer our clients bespoke specialist insurance policies to protect their business and employees from a wide range of risks that are specific to them
- We can deliver a range of pension schemes designed to meet the requirements of the business principals, as well as the employees
- We can identify the most effective exit strategy* and inheritance tax solutions to help the true value to be released from business assets and that accumulated wealth can pass down through the generations
- We carefully guide our clients through the ways that they can invest for the future, so that planning extends seamlessly from their business interests to their personal finances
The value 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 the amount 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.
*Please note that advice in this area is likely to involve the referral to a service that is separate and distinct from those offered by St. James's Place.
Request contact
Please complete the form below to request contact.Testimonials
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.
