Happy New Year to you all - Richard Tidy Wealth Management The New year is upon us and I’m sure many of you have goals and aspirations for 2018, and I’m sure they don’t just involve getting your handicap down or winning the club championship Richard Tidy Wealth Management offers Financial Advice that keeps you on Par for the Course. At the start of 2018 there is no better time for a Financial Review. My role is to support my clients in achieving their financial goals over time. My business approach is to build trusted relationships with my clients in order to get a real understanding of their goals and aspirations so that I can create genuinely tailored solutions which are flexible enough to change as they do. I provide financial planning and wealth management services for individuals, families and businesses, on a number of key areas including - Tax efficient Investment Planning
- Retirement planning and pension advice
- Estate planning and inheritance tax mitigation
- Corporate solutions, from company structures to aspects if exit planning
- General Financial Advice
- Financially protecting family’s lifestyles against potential losses in income
I am passionate about my business and helping my clients through every stage of their financial journey. I promise all clients a personalised, entrepreneurial and jargon-free approach, underpinned with regular contact and updates Richard Tidy Wealth Management an associate partner practice with St. James's Place Wealth Management a FTSE 100 company, recently awarded “Best Financial Adviser" at the Personal Finance Awards 2017/2018. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. If any of the above resonates with you or you simply wish to find out more, please get in touch by phone or e-mail. All discussions are fully confidential and no obligation. Look forward to hearing from you soon.
T: 07900 927215 E: richard.tidy@sjpp.co.uk |