Vikram Deb

Thank you for viewing my profile. I am passionate about helping my clients assess their current financial situation by making a plan to assist them achieve their financial objectives and needs. I specialize in providing advice in the following areas: ►Helping individuals and businesses manage their finances in the most tax efficient manner ►Helping to plan financially for the future, whether that be retirement or estate planning ►Protecting individuals, families, business owners and their employees financially I will also ensure that all of the above are done in a compliant manner - I have an in-depth knowledge of all of the relevant rules and regulations associated with financial services. I have a real passion for working with people in a face-to-face manner and helping people achieve their objectives. With a proven track record of building strong relationships, and helping people achieve their needs and desires, you can expect nothing other than quality service. My clients include: > Business owners > Directors > Accountants and lawyers > Employed and Self employed individuals I am looking to help people who would like to understand more about the benefits of wealth management, so please do not hesitate to contact me or connect with me. In my spare time I love to travel and see what the world has to offer. I also am a philanthropist and aim to give back to the community where possible mainly focusing on young children who suffer from cancer. Myself and the charity was nominated for the Pride of Britain awards 2015 Your home or other property may be repossessed if you do not keep up repayments on your mortgage. 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. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. 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 02/02/2023