More Wealth Management
Financial Services - Haverfordwest, Wales, N/A
More Wealth Management Employees
Soji Ajayi
Director of SA Financial Solutions, a Senior Practice of St. James's Place Wealth Management
Lesley Stirling
Client Experience Specialist at Gilson Gray Financial Management LLP
More Wealth Management Senior Management
More Wealth Management Details
Whether you are an individual investor or someone running their own business, we help you to make your money work better for you by planning for a future retirement that is secure and full of fun experiences, whilst protecting your wealth, investments and pensions, is at the heart of what we do.Each of our clients is unique and our aim is to always provide tailored and individual advice to each individual or business, with a clear focus on education and advice dedicated to what you need from your money. Investing – we help you to invest your money wisely for the best returnPlanning – for your retirement or a future goal such as travel, a new car or a new house Protection – protecting you and your family to achieve and maintain financial security You can trust us to regularly review your financial situation to take advantage of developments in legislation and tax law. If there is a change in your personal circumstances this is one of the best times to review your finances to ensure that you are protected. More Wealth Management provides advice and support to both individuals and businesses to manage their wealth, investments and pensions. At the core of our business are our values of excellence of service and integrity. We understand that these are just as important to you as they are to us and strive for achieving high quality in everything that we do for you.Your home may be repossessed if you do not keep up repayments on your mortgage.The value of an investment with St. James' Place may fall as well as rise. You may get back less than you invested.More 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).
