At Sean Downs Wealth Management, we believe everyone should have access to a financial adviser from childhood to retirement and beyond, setting them on the right financial course for life and enabling them to benefit from their hard work and planning.
To make this happen, we help our clients with the following areas of financial planning:-
• Investing for the future
• Retirement planning
• Taking your retirement options
• Personal financial protection & insurance
• Business Assurance
• Inheritance tax planning
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Please take a look at our approach, our service proposition and how we work together with our clients to develop a trusted and lasting relationship. If you would like to discuss anything further or arrange a meeting, then please contact us.