Carley Mearns-Begley

At Mearns-Begley Wealth Management, advice is part of our DNA and we believe it is central to the value we deliver, helping clients make better financial decisions and avoid pitfalls and mistakes. Ongoing support makes sure that plans, investments and fund portfolio selections continue to meet clients' needs and adapt to changing circumstances and priorities. Working with individuals, families and businesses, I develop solid personal relationships with my clients, offering bespoke advice on all aspects of financial planning, throughout every stage of life. As a client of mine, I will work in partnership with you, guide you and provide you with the knowledge and ability to maximise your money's potential - building towards financial security, reassurance and peace of mind for you and your family. There is no obligation attached to attending an informal meeting where you can assess the quality of advice that I offer. In this meeting I get to know you, including your current circumstances and goals and objectives for the future, to 'fill the gaps' and allow me to present my recommendations to you. My advice covers a wide variety of finance areas including Retirement & Pension Planning Personal & Corporate Protection Investment Planning Estate & Tax Planning 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 13/12/2022