Jaccountancy NE Ltd as teamed up with a St James Wealth Management Practice Leazez Quadrus Financial to enable clients of Jaccountancy a free no obligation review with a Financial Advisor around their investments, mortgages and pensions to plan ahead effectively for the 2023 tax year
Retirement Planning is often at the forefront of our minds, but it is important to know if we are on the right path to being able to maintain the lifestyle that we want into our retirement.
They make sure your existing pension plans are working hard enough for you in order for you to be able to achieve a more prosperous and enjoyable retirement.
When it comes to wealth management and investing, it can be difficult to know just which option to choose. That’s why it pays to take our time to find out about you, your goals and your objectives.
Once invested, you can rest assured that your financial affairs will be well managed with the care and attention that they deserve, where our partners take full advantage of the St. James’s Place Investment Management Approach.
You will also benefit from regular ongoing reviews to ensure that any arrangements remain suitable for your needs both now and in the future.