The Business Exchange Swindon & Wiltshire Edition 34: Dec/Jan 2017/18 | Page 41

ADVERTISING FEATURE Who We Are Berkley Square Private Clients Ltd is a Senior Partner Practice of St. James’s Place Wealth Management. Now celebrating our 10th year in business, we have more than 50 years of combined adviser experience, which has been gained solely within the financial planning and wealth management arenas. What We Do Based in the heart of Chippenham, we take pride in guiding and advising our clients in what can seem more complex and time consuming areas; such as investments, inheritance tax planning, pension planning, retirement planning and protection. We understand each and every client is unique, which is why we call our service “Bespoke Financial Planning”. This enables our clients to create a solid foundation to help them in meet ing their own financial objectives, allowing them to look to the future with confidence and optimism. We work closely with our clients and regularly meet to keep them updated with topical subjects and discussion points that may relate to their personal financial circumstances. Investing with St. James’s Place Wealth Management Successful investments are crucial to future financial wellbeing and have significant potential for increasing wealth. Of course, choosing the correct investment that is completely right for you is vital. For example, some individuals may adopt a cautious attitude, yet some look to achieve exceptional returns but accept there will be higher risk. As a Senior Partner Practice of St. James’s Place Wealth Management, Berkley Square Private Clients are able to offer the unique St. James’s Place approach to investment management. The key to the distinctive St. James’s Place approach is the ability to identify and select fund managers from around the world. Contracting out the management of our funds gives us greater freedom and the flexibility to source investment expertise on a global scale, providing our clients with truly diversified portfolio solutions. Your home may be repossessed if you do not keep up with your 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. Changes In an uncertain world, change is always going to be at the forefront of any investor’s mind. As many followers of the finance industry would be aware, there have been recent changes within inheritance tax legislation and dividend taxation. Global markets have been turbulent since the referendum, while the pound has come under pressure, and there is no denying that the Brexit result will continue to create disruption in the short term. But putting aside the recent volatility and taking a long-term view will help people plan more confidently for the future. In the world of borrowing and buying, we have seen that government taxation changes to stamp duty, second home income taxation and tax relief changes for landlords have been particularly poignant of late. With the changes becoming more and more complex, we have now taken on a new adviser who specialises in mortgages and has over 15 years experience in this area. Please get in touch to discuss any new or existing mortgages with us by emailing: [email protected] If you’d like to find out more, please visit our website at: www.berkleysquarepc.co.uk or call us on 01249 591141. The Partner Practice represents only St. James’s Place Wealth Man- agement 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.