Manders Financial Services Ltd, Associate Partner Practice of St. James's Place
Financial Services - Ilminster, England, United Kingdom
Manders Financial Services Ltd, Associate Partner Practice of St. James's Place Employees
Manders Financial Services Ltd, Associate Partner Practice of St. James's Place Details
Manders Financial Services provide high quality, personal and business advice on all aspects of Wealth Management including Estate Planning, Retirement and Investment Planning, Mortgages and Protection.Based in Somerset with over 18 years' experience of working within financial Services, the team will help you to meet your objectives and enable you to plan with confidence and optimism. We pride ourselves on our level of service and ability to build relationships with our clients and their beneficiaries by maintaining regular contact and addressing both their needs and concerns through our Wealth Management Programme. Specialising in Retirement Planning, Inheritance Tax, Estate Planning and Investment Planning. Jenny is also qualified to give advice on; Onshore and Offshore Investment Planning, Protection (life, critical illness, income protection), Corporate Planning and Auto Enrolment. You home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.The Partner Practice 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
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