Legacy Financial Planning is a member of the St. James’s Place Partnership, which is the sole advisory of St. James’s Place Wealth Management, through this Legacy Financial Planning is able to offer clients distinctive approach to investment management.
The business is private and family run and over the years has built up a strong relationship with a number of clients. Brendon Utley and Mark Chester have over 20 years’ experience in their specialist area – which is providing quality advice to clients who are near to, or have reached retirement.
Developing long-term trusted relationships with clients allow Legacy to ensure their assets remain protected and that they are financially secure throughout their life.
Clients of Legacy Financial Planning are usually retired or about to retire, and need their assets to be managed, Legacy realise that over the years assets that may have been accumulated need to be invested, which will produce an income, growth or a combination of the two.
People who have created more capital usually have circumstances that are more complicated than average and we specialize in ensuring we meet the financial requirements of these clients, offering a personal wealth management service which will meet all your financial needs whether your priority is to preserve capital, manage cash, gain financial protection against risk or reduce inheritance tax liabilities.
Brendon Utley, Director of Legacy Financial Planning, recently spoke about a forthcoming complimentary seminar presented by Legacy Financial Planning, which will show you how to maximise your income from your investment, he said,
“In an economic downturn it can be easy to forget that opportunities for income or capital growth exist. At Legacy Financial Planning, we have identified how you can beat falling interest rates to achieve your income or capital growth objectives in a risk-averse environment.”
“To enable you to benefit from our expertise, we would be delighted for you to attend our complimentary ‘How to maximize your income from your investment‘ seminar, to be held at Statham Lodge in Lymm at 10:00am on 28th April 2009.”
He continued to explain the structure of the seminar,
“At the seminar we will explain the opportunities that exist to help ensure your savings keep pace in achieving the income and standard of living you desire. Of particular focus are:
• Boosting your income and achieving long-term capital growth,
• How a carefully blended portfolio of fixed interest / equity investments can help generate a secure and rising income.
• Reducing risk by spreading your investments to protect your current and future income needs
• How you can significantly increase the income from your existing PEP and ISA investments
• How to reduce the impact of Inheritance Tax eroding the value of your estate
The seminar presentation promises to be a relaxed and enjoyable event and we are confident that you will find it extremely valuable.”
Legacy Financial Planning will help you to invest your money to ensure long-term capital growth that will generate a secure and rising income, alongside this Legacy Financial Planning can also help you to protect your assets for the next generation.
We have high levels of communication and aim to keep all of our clients up to date with any information regarding the financial market, one example of how this is done is by producing a Market Bulletin highlighting key financial and economic issues on a weekly basis.
Legacy Financial Planning Limited,
Legacy House,
Preston Road,
Clayton-le-Woods,
Chorley, PR6 7JA
website: www.sjpp.co.uk/legacy/index.html
