Cost effective, tailored, tax efficient, investment, retirement, succession and financial planning strategies to meet your personal and family's objectives. Thank you in advance of taking time to read through my summary.
I work closely with a number of clients with a view to adding meaningful value and assist in achieving their financial goals, be it securing a comfortable retirement income, the accumulation and growth of investment assets or inter-generational wealth transfer.
I am passionate about both financial markets and building long term client relationships –my personal ethos could be summarised: “look after your clients and they will look after you”.
From many years of experience in financial services, I can offer pragmatic advice and support in a number of areas as I have a thorough appreciation of the following:
• Adding value and expertise to my clients.
• Managing clients’ expectations in the context of their investment objectives.
• Ensuring that client portfolios remain in line with their willingness and capacity to take risk.
I would be delighted to engage with , new clients and those who share my values and enthusiasm to the highest professional standards.
Inheritance Tax planning
Protection for individuals and business
Estate and succession planning
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE INHERITANCE TAX PLANNING, TAXATION ADVICE, ESTATE AND SUCCESSION PLANNING.
A PENSION IS A LONG TERM INVESTMENT THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.
THE VALUE OF INVESTMENTS AND INCOME FROM THEM CAN GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
Registered in England and Wales under reference: 969 - 4956.
Registered office address: 8 Laurence Pountney Hill, Greater London, London, EC4R OBE
Clements Financial Planning, 8 Laurence Pountney Hill, Greater London, EC4R 0BE
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