Sarah Siddons

Based in Ilkley, West Yorkshire, I set up my own practice, Siddons & Co Financial Planning in 2008. In October 2024, after a result of expansion, I joined together with another Senior Partner Practice of St. James's Place, Bowcliffe Wealth Management, to be able to offer a broader level of service to our clients. As an award-winning Chartered Planner, I provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management including retirement planning, wealth protection, savings and investment planning. My ultimate aim is to ensure that my clients have long-term financial security and are able to enjoy their retirement. Too many people are sleepwalking into their retirement with no clear idea about how much money they will have to retire on. I therefore help them work out their retirement goals, creating an action plan to understand where they are now, how much income they will need and how to get them there, using interactive planning tools to test different ‘what if’ scenarios and visualise their financial future. If you have not reviewed your financial situation recently I am sure I will be able to help you. A no obligation 'discovery session' and financial review can help you see where you are now and establish where you want to be. This is the first step to creating a strategy to help you achieve the retirement you want to enjoy. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. 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 31/10/2024