Gordon Wills

As a Chartered Financial Planner and a Fellow of the Personal Finance Society, I have been helping clients plan their retirement for over 15 years. From a skills, knowledge and experise point of view, you could say that 'I know my Stuff'. For many people, they have never worked with a Financial Planner before, so we have chat, review their current position and then, together, agree a plan for the future. We then review the plan and their investments/pensions on an annual basis. Financial Planning is about keeping things simple. I work with my daughter Georgina Wills, who is a Diploma Qualified Financial Planner. When we meet our clients for the first time, it is because they have concerns, worries or don't have a financial plan. They feel that they have no control. As they haven’t got the time to get their heads around dealing with these issues, we use a straightforward process, with them. to help them achieve their goal or resolve their issues. We start with a chat over a cup or tea and clients tell us their story and we discuss options. It's as simple as that. The client then chooses whether they would like to work with us or not, but they usually do. We like to think that we provide a friendly service and communicate effectively. We keep things simple and avoid jargon, whenever we can. For the last 16 years I have built up my 'toolbox' of knowledge and skills as its not just about giving advice, its about give the best and most suitable advice. If you would like to have chat, give me a call on 07886 825367. I'm happy to talk anytime. Area of Expertise - I cover all areas of Financial Planning, including, Retirement Planning, Investment planning, Inheritance Tax Planning, Protection and Long Term Care Planning Most importantly we use a software package that can plan our client's financial future. Everything we do should be for a reason and the software helps us with the financial plan. 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. 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 xx/xx/xxxx