Jayna Shah

Achieving life's financial goals doesn't just happen - it has to be planned. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. Our relationship-based service means we put you firmly at the centre of everything we do, whilst having the support and backing of a FTSE100 company. JPS Wealth Management Ltd provides a wide range of services to individuals and businesses in the South of England, London and beyond. Our emphasis is on maintaining a long-term relationship with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years. Our philosophy focuses on maintaining long-term relationship with all clients, with distinct quality and transparency, which in turn gives you financial peace of mind. The services we provide include: - Investments (Capital investment as well as Regular Savings) - Inheritance tax planning - Protection (life, critical illness, income protection, Business protection, Key person cover, Private Medical Insurance etc.) - Retirement planning- (including reviewing all private pensions, setting up New Personal or Group Pensions, Annuities, Drawdown etc.) -Tax Efficient Investments ] 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This 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) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx