FAQs
What questions to ask a financial adviser?
You will have questions specific to your financial circumstances, and I look forward to helping you find the answers.
In the meantime, I have compiled some of the common questions I get asked to help you understand what a financial planner can do for you.
I will be adding to these, so do bookmark the page for more helpful advice or connect with me on Linkedin.
Using a financial adviser
When should I see a financial adviser?
How much does a financial adviser cost?
What will happen at my first financial planning meeting with you?
Do we need to meet in person?
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.
Pensions advice
I have multiple pensions, can you help?
How much pension will I get if I retire now?
When can I get my pension money?
Can I take all my pension in one go?
Do I pay tax on my pension income?
Should I put more money into my pension or invest it into an ISA?
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.
The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.
