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Take a step in the right direction .
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D O N ’ T D E L AY : A C T B Y 5 A P R
Long-term financial security for you and your loved ones is your priority , and it ’ s ours too . Navigating the savings allowances and exemptions available to you at tax year-end can have a big impact on achieving your goals . It ’ s our job to guide you and provide expert advice . Contact us before 5 April , and together we can plan the route to your future .
A N D R E W B I R L E Y
C h a r t e r e d F i n a n c i a l
S e n i o r P a r t n e r
P l a n n e r
W I L L I A M S B I R L E Y W E A L T H M A N A G E M E N T L L P
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S t . J a m e s ’ s P l a c e W e a l t h M a n a g e m e n t
The levels and bases of taxation , and reliefs from taxation , can change at any time and are dependent on individual circumstances .
T h e P a r t n e r P r a c t i c e i s a n A p p o i n t e d R e p r e s e n t a t i v e o f a n d r e p r e s e n t s o n l y S t . J a m e s ' s P l a c e W e a l t h M a n a g e m e n t p l c ( w h i c h i s a u t h o r i s e d a n d r e g u l a t e d b y t h e F i n a n c i a l C o n d u c t A u t h o r i t y ) f o r t h e p u r p o s e o f a d v i s i n g s o l e l y o n t h e g r o u p ' s w e a l t h m a n a g e m e n t p r o d u c t s a n d s e r v i c e s , m o r e d e t a i l s o f w h i c h a r e s e t o u t o n t h e g r o u p ' s w e b s i t e w w w . s j p . c o . u k / p r o d u c t s . T h e ' S t . J a m e s ' s P l a c e P a r t n e r s h i p ' a n d t h e t i t l e s ' P a r t n e r ' a n d ' P a r t n e r P r a c t i c e ' a r e m a r k e t i n g t e r m s u s e d t o d e s c r i b e S t . J a m e s ' s P l a c e r e p r e s e n t a t i v e s .