Jennifer Salvato's Contact Details

Jennifer Salvato's Company Details

Stewardship Wealth

Brookshire, TX, US • 5 - 9 Employees
Financial Services

Faith, Family & Philanthropy are the core values of this small (but perfectly formed) financial planning firm.Stewardship Wealth exists to give a small number of individuals/couples/families in the Aberdeen and Aberdeeshire area high quality financial planning and advice. Recognised in 2020 by New Model Adviser as one of the Top 20 Financial Planning Firms in Scotland and one of the Top 100 Financial Planning firms across the UK.Directed by UK Chartered Financial Planner of the Year (2015/16), Simon Glazier.Delivered by Director and Chartered Financial Planner, Simon Glazier, the Wealth Management service helps people understand how to bring their money to life. Money is a tool, and it should be used to meet your lifestyle goals and objectives in line with your values and priorities. Whether it is planning for retirement, hoping to retire early, transferring pensions, drawing an income from your pensions and investments, trying to invest wisely and save costs and tax in the process, trying to reduce potential inheritance tax, leaving a legacy, or wanting to support charities with gifts, Stewardship Wealth can help.Having done all that work for you, Stewardship Wealth is committed to giving away at least 10% of its gross income to charity. The hope is that as the company grows the amount it can give away will also increase, both in pounds and pence, but also as a percentage.'Bringing Money To Life' - Your money is used to support your life, and not the other way around. For some people money is a boring, complex or even scary subject. We aim to bring life to the topic of money by helping clients see how they can use their wealth efficiently, pro-actively, and deliberately, to live the life they've always wanted without the fear of running out of money or leaving too much to the tax man.