Eddy Sharma

I develop tax-efficient wealth management strategies for senior executives and business owners. Most of my clients have neither the time nor the inclination to continually assess and monitor their financial affairs in the level of detail and structure that is required, instead they utilise my expertise to help them achieve financial independence and peace of mind. Backed by the institutional strength of St. James’s Place Wealth Management, I work towards my clients' accumulated wealth working in the most efficient way possible to help achieve their long term financial objectives. I offer a full range of wealth management services; my main areas of expertise are: •Structuring your assets in the most tax efficient manner. •Constructing a comprehensive financial plan, and guiding you along the way to help you achieve your short, medium and long-term financial objectives. •Investing for growth or income: using your personal financial plan to help you understand the level of risk you are comfortable with taking in your portfolio, and whether your current investments are structured appropriately. If not, I can help you achieve optimum asset allocation for your personal risk type and financial objectives, with access to the St. James’s Place Investment Management Approach •Estate and Inheritance tax planning: helping maximise the value of your estate you leave for your dependants. 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 xx/xx/xxxx