Dominic Guppy

Having a financial plan and being prepared for your future has many benefits. As your adviser, my aim is to provide you with the confidence that your finances are built to secure your long-term needs. By taking advice, you not only take away a worry, you also become more financially literate and ready to face the future knowing that you got ready for it. My particular areas of interest are investments, pensions both pre and post retirement and inheritance tax planning. I have spent my entire career advising and managing clients on financial markets and I am a Chartered Member of the Institute for Securities and Investment. My client base is very diverse ranging from professionals and entrepreneurs looking to grow their wealth to those retired who are maybe looking for an income and/or to the help future generations. My spare time tends to revolve around sport, either football coaching with Cuckfield Cosmos, playing golf or watching my son, Archie, running for Lewes AC. As a family we love to do a Parkrun too, no prizes for guessing who comes last! 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