Alex Caulder
DipPFS
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take.
About
It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
I provide a personalised wealth management service by working together with my clients to help secure the financial future they are looking for. Through careful planning and drawing from my 20 years experience in this field, we can work towards satisfying all your financial goals.
Testimonials
The Partner Practice 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.
