Your Financial Questions Answered

I’m noticing more and more clients getting in touch over the last few days with financial queries and so I wanted to make you aware that I am here and at your service as normal! 

Many people are finding their financial situation a source of great worry and stress right now. I am happy to take any general questions or provide ad-hoc advice as and when anyone needs it. This is not a sales pitch; I’m genuinely here to answer your questions, guide and advise in any way I can.

 Several of my clients have been asking how they can help their children or relatives through this difficult time financially but are worried about inheritance tax rules. I’m also receiving lots of enquiries regarding life insurance and protection policies, mortgage rate renewals and equity release*. 

 For those that are fortunate enough to have disposable income, taking advantage of the investment markets volatility now could be a key opportunity. 

Many people put off financial planning when they are busy but are now finding they have the time and space to assess their situation and sort through all the dreaded paperwork! If any of this applies to you I would like to offer my support and help. 

With technology at our fingertips, we can video call, email and use the traditional post so it couldn’t be easier to get in touch. 

Thank you for reading and stay safe.

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

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.

*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

MD Wealth Management 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.