ďA Happy Breed of MenĒ
Members of Vincentís Club are elected under various criteria but the most important one is character. The attributes that emerge on the sports field or on water form character Ė and at the core of this is trust and integrity.
Likewise Financial Planning. To be wise in the management of the assets you have leads to a sense of security. There is comfort to be had in knowing that these assets are working as hard as you do. In knowing that they are continually overseen; that they are held within the right structures, both for your investment and tax needs.
The teams working for Stephen Plunkett are there to serve you. To help you manage your money, create tax efficient structures, secure a higher income, mitigate tax, save for later life, or undertake inheritance tax planning. Little steps over time lead to significant results.
Stephenís role is to oversee and advise you at each stage of your life ensuring the rights decisions are being taken at the appropriate time for a sound financial future for you and your family.
A No-Obligation Financial Health Check
The Contact button allows you to request a meeting where we can discuss the options open to you. If you proceed you will receive:
Step 1 - A review of your current financial requirements and your attitude to risk
Step 2 - A review of the impact of recent legislative changes and how they will impact you
Step 3 - A robust financial plan tailored to you
Step 4 - The maintenance of a regular relationship with you to ensure your plan is appropriate to your needs
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. 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.