Simon Planner's Contact Details

Simon Planner's Company Details

Mardon Financial Advisers Ltd - Chartered Financial Planners

Shrewsbury, England, United Kingdom • 7 Employees
Financial Services

Chartered Financial Planners and a Senior Partner Practice of St. James's Place Wealth Management in practice for over 30 years we specialise in advising Directors, Partners, Senior Executives and Business Owners/sellers. Why? - we know where we can have the greatest impact. It's a commonality amongst high net worth professionals to assume either that the provisions they have will produce what they need when they need it and that they have taken advantage of every option possible to maximise their returns. From experience we find that few have.We offer a personalised client facing service backed by the strength, infrastructure and highly diverse expertise of the prestigious St. James's Place Wealth Management to deliver a true wealth management proposition.Wealth Management incorporates financial planning, investment portfolio management and a number of other aggregated financial services including estate planning, tax expertise and access to legal resource, the outcome - is to sustain, protect and grow your long term wealth. We understand that in order for you to achieve your goals it is important to put in place a strategic ongoing planning process.A process that is underpinned by true commitment from both us and you - supported by a tailored service, review program and lifetime cashflow modelling that aims to meet your long term objectives.Working collaboratively with you and your other trusted professionals we aim to deliver solutions to exceed your expectations. The value of an investment with St.James's Place may rise as well as fall. You may get back less than you invested.The Partner/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