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Based in Newcastle-upon-Tyne
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Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I create tailored financial strategies to help maximise wealth and protect financial futures. I work with professionals, business owners and families to offer practical solutions to solve financial concerns and create adaptable financial plans. Based in Newcastle upon Tyne, I provide a source of trusted advice as financial needs evolve over the years. First meetings are without obligation. Together we will evaluate your finances, discuss your objectives and identify risks to create a structured financial plan. For more details, please contact fealty@sjpp.co.uk or visit www.fealtywm.co.uk My financial solutions include: ▫️Retirement planning & pensions for individuals & businesses ▫️Business protection, employee benefits & aspects of exit planning ▫️Savings & investments for individuals & businesses ▫️Income protection, life cover & asset protection for individuals & families ▫️Private Medical insurance ▫️Trust & estate planning ▫️Later life care planning I specialise in working with businesses in the increasingly complex area of corporate finance. I have a detailed understanding of the key challenges facing business owners and know how to address them, as well as identifying opportunities that are sometimes overlooked. I take a long-term approach to client relationships, providing ongoing advice for you, your family and your business as your needs evolve. I know your time is limited and will create a strategy that eases your concerns and strengthens your financial future. I also provide financial planning services for high-net worth families. To discover more please visit: www.fealtywm.co.uk/private-clients For more details please visit www.fealtywm.co.uk or contact me directly fealty@sjpp.co.uk Fealty Wealth Management 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). Trusts are not regulated by the Financial Conduct Authority. 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. 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
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Fealty Wealth Management 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). The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.