Will Burns

Hi, I'm Will and we work a bit differently to a standard financial adviser. Firstly, we listen intently on how you got to where you are today and understand where you want to get to in the future. We are honest with our assessment of your current finances (good or bad) and will work with you to help you achieve your future ambitions. After this initial stage we will come up with a realistic financial plan together, using renowned cashflow modelling tools. We will run different cashflow scenarios which will help you decide what's right for you, your family and/or business. Only after the above stages will we decide if we can help you further and make product recommendation(s). You can be rest assured with the ton of knowledge, qualifications and experience in the team we will be able to help. We are committed to long term relationships and we are with you every step of the away, adapting the plan as your needs change through life. You can be rest assured with the knowledge, qualifications and experience in the team; coupled with the full range of financial products available through St. James's Place at our finger tips, we will be able to help. 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. 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