James Woodward
DipPFS
My role is helping to educate and motivate my clients, empowering them to make astute financial decisions.
About
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
I provide a personalised wealth management service by working together with my clients to help secure the financial future they are looking for. I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
Organising your personal finances and tax arrangements in the best possible manner will improve the quality of your life with enhanced peace of mind that comes from knowing your affairs are in order for you and your family.
Together we create a working plan, giving you clear directions towards your financial goals. I will clarify objectives and apply my time and knowledge to give your financial visions the best possible chance of becoming a reality.
As personal circumstances, opportunities and legislation develop, so will your financial plan. I will give you as much or as little advice and support as you require in your unique situation.
You can feel confident that the advice you receive is up-to-date as I undertake continuous professional training and assessment, enabling me to remain fully conversant with current tax legislation, market trends and industry standards.
I provide a personalised wealth management service by working together with my clients to help secure the financial future they are looking for. I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
Organising your personal finances and tax arrangements in the best possible manner will improve the quality of your life with enhanced peace of mind that comes from knowing your affairs are in order for you and your family.
Together we create a working plan, giving you clear directions towards your financial goals. I will clarify objectives and apply my time and knowledge to give your financial visions the best possible chance of becoming a reality.
As personal circumstances, opportunities and legislation develop, so will your financial plan. I will give you as much or as little advice and support as you require in your unique situation.
You can feel confident that the advice you receive is up-to-date as I undertake continuous professional training and assessment, enabling me to remain fully conversant with current tax legislation, market trends and industry standards.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
News & Insights
Visit Insights to read articles and news to help you make informed decisions about your wealth
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 05/01/2023
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.
James Wealth Management Ltd is registered in England and Wales, Number 7351583. Registered Office: 2 Walsworth Road, Hitchin, Herts, SG4 9SP.
