At Salvin Wealth Partners, we provide both individual and corporate financial planning advice. We offer a bespoke service for new and existing clients and pride ourselves on delivering an extremely efficient service. Offering over 25 years experience in helping you achieve your financial objectives.
We work with personal and business clients in North Nottinghamshire and throughout Yorkshire.
We provide a comprehensive advice-based approach to asset management and tax planning in conjunction with a wide range of related products and services.
This includes advice on the distinctive St. James's Place approach to investment management, bespoke portfolio construction, Estate planning, the establishment of both onshore and offshore trusts* and trustee investment structures, retirement planning and tax effective investment planning.
Our website offers you direct access to continually reviewed reporting and analysis, with regular bulletins on key market and economic issues, supported by commentary from members of the St. James's Place Investment Committee and respected fund managers.
St. James's Place Wealth Management is a directly quoted FTSE 100 company and has funds under management in excess of £100 billion.
We are available to help, on this page you will see how we could assist you in a friendly no obligation consultation, on how we can help you plan the future for you and your family, please get in touch. Ian looks forward to meeting you.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Trusts are not regulated by the Financial Conduct Authority.