Jones Regan Wealth Management Ltd
Investment Bank/Securities Brokerage - Manchester, ENG, UK
Jones Regan Wealth Management Ltd Employees
Jones Regan Wealth Management Ltd Details
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. We advise clients of different backgrounds and ages specialising in providing high-quality personal advice on many aspects of wealth management including:• Investment planning designed to help grow your wealth and protect against inflation • Retirement planning to give you the help you need to make the most of your retirement opportunities• Protection planning that helps you and your family understand the complexities of estate protection and various tax processes• Corporate financial planning. We assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning Financial advice is tailored to meet the unique requirements of individual and corporate clients. We take time to get to know our clients before making recommendations, which explains why many of our clients come from personal recommendations.We would welcome the opportunity to explore how we can work together to improve or enhance your financial situation. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested. Jones Regan Wealth Management is an Appointed Representative of and 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 ‘St. James's Place Partnership' and the titles ‘Partner' and ‘Partner Practice' are marketing terms used to describe St. James' Place Representatives.
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