A wealth of expertise
on your doorstep...
e focus solely on providing face-to-face advice and offer a dedicated, personal wealth management service
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to build long-term, trusted relationships with our clients. Together, we would look to create a working plan,
providing you with a clear direction towards meeting your financial goals. This includes clarifying your objectives
and researching all of the options available to you.
We have the experience to help you successfully secure and enhance your financial future by offering specialist
advice in a wide range of areas including:
• Investment planning
• Retirement planning
• Tax and estate planning
For further information, or to request your complimentary guide to wealth management, contact:
WILL CUNNINGHAM
WEALTH MANAGEMENT
Associate Partner Practice of
St. James’s Place Wealth Management
Tel: 0151 958 0496
Email: [email protected]
Web: www.willgcunningham.co.uk
Best Financial
Adviser 2017/18
PA RT N E R S I N M A N AG I N G YO U R W E A LT H
The Partner Practice 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 title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.
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