Piers Bonnett

Our first meeting is without obligation, a chance for you to let me know where you are currently and where you want to be. If I can help I will, if I cannot I will tell you. Do you sometimes feel out of control with your personal finances? Are you saving enough for retirement? Do you know how much income you will need in order to maintain your existing lifestyle? Many business owners & directors let their personal finances come second. But it does not need to be this way... As a Chartered Financial Planner I am your trusted pair of hands, helping you to get your finances in order and look to the future. This includes: ➤ Making sure your savings are working for you ➤ Making sure you are utilising all your tax allowances ➤ Reviewing pensions from previous jobs Here is how it works… I help business owners, directors and senior execs in West Sussex to protect their businesses against the loss of a key member of staff, plan to look after your family in the event of losing you, and build their financial future using effective tax and investment planning, by meeting with you face to face, understanding your goals and aspirations. Using a top down approach I can assist with: ➤ Retirement planning ➤ Tax planning ➤ Business protection ➤ Pension allowances ➤ Wills & Trusts ➤ Estate planning ➤ ISA setup ➤ Aspects of business exit strategies You may have had a bad experience with an adviser before. I am different because I take pride in what I do, am often referred by existing clients and have the experience to meet you at the same level. I deliver what I say I will to a very high standard. If you are serious about taking control of your financial future and you are ready to talk please message me and we can arrange a meeting to discuss. The value of your investment can go down as well as up. You could get back less than you invested. Wills and Trusts are not regulated by the Financial Conduct Authority. The 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. Wellesley is a trading name of Wellesley Investment Management Ltd. SJP Approved 25/03/2024 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. 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 25/03/2024