Financial wellbeing: helping you to be financially confident and in control || 财务福祉：助您增加财务信心，实现财务自由

We are excited to be hosting the next event - “Financial Wellbeing Event” which will be taking place on 16 March from 6:30pm.?

In this event, our partner St. James’s Place Wealth Management will share their insights and help you to be financially confident and in control.?

We look forward to seeing you there!

我们将在3月16日晚上6：30开始为您带来“财务福祉活动”。

我们将在这个活动中，与St. Jame’s Place Wealth Management携手带来他们的投资理念，帮助您增加财务信心，实现财务控制。

期待与您的会面！

Joanna Chiao

Financial Adviser, KWM Wealth a Senior Partner Practice of St. James’s Place

Joanna Chiao is a FCA regulated Financial Adviser at KWM Wealth, a Senior Partner Practice of St. James’s Place.

She provides bespoke financial solutions to help individuals and companies to create their wealth and reduce their tax liabilities.

Tony Selby

Co-organizer

We are a FTSE100 company with over ￡140 billion of client funds under management. We specialise in personalised, face-to-face financial planning services to individuals, families, trustees, and businesses.

St. James’s Place 是一家私人財富管理公司 為公司 家庭 個人提供一系列客製化的方案，包括個人投資帳戶、退休計畫、財富保護和稅率規劃服務。成立於1992年,現在已經是英國富時100指數上市公司。web 1 web 2

What clients say about St. James’s Place

客户对St Jame’s Place的评价

St. James’s Place is proud to be rated 4.9/5* by over 10,000 clients who have independently reviewed and rated our financial services on Vouchedfor, the top review site for financial advisers.

在Vouchedfor这个顶级金融服务网站上，有10,000名用户为St. Jame’s Place公司打分，St. Jame’s Place获得了满分5分中4.9分的高分。

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I couldn’t have got through it without her. I wouldn’t even have known where to start.

如果没有她，我不可能度过这个难关。我甚至不知道从哪里开始。

Coping with sudden, life-changing circumstances can be devastating. Having a St. James's Place Partner who worked with her to get the family back on its feet again, was invaluable, says Louise, mother of two.

面对突然发生、改变生活的情况可能是毁灭性的。两个孩子的母亲路易丝说，能有一个与她一起工作的St. Jame’s Place 伙伴，使家庭重新站起来，这是非常宝贵的。

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I was just living month to month, without considering my retirement or the future.

我只是在日复一日的生活着，从来没有考虑过我退休以后的生活。

Billy had big dreams for his retirement, including a house abroad, but he didn't have a financial roadmap to make those dreams a reality. Working together with his St. James's Place Partner has turned that around.

比利对他的退休生活有很大的梦想，包括在国外买房子，但他没有一个财务路线图来实现这些梦想。現在他与St. James's Place伙伴一起工作，扭转了这一局面。

Contact EMWC :?

E-mail : [email protected]

Tel : 020 8638 8380

Website : www.castmeetswestclub.com