Kaye Crush

Thank you for taking the time to read my profile. I have worked in financial services for over 20 years. I focus solely on providing face to face advice and offer a dedicated, personal wealth management service. For those who do not have sufficient time or motivation to manage their finances effectively, I aim to build long term, trusted relationships. Together we would look to create a working plan, providing you with a clear direction towards meeting your financial goals. This includes, but is not limited to:- Investment Planning Savings Planning Retirement/Pension Planning Inheritance Tax planning Protection Planning for your future, whether for yourself, your family, or your business is one of the most important steps you will ever take. If there are any changes in your circumstances such as marriage, starting a family, receiving an inheritance or retirement, a review of your financial goals is crucial. I also have a passion for helping women with their financial planning. In today’s environment, women not only have families, but they also work more, have chosen careers plans and have more financial independence, and this brings with it issues such as the requirement for protection, retirement and savings and other life issues such as divorce. GOOD FINANCIAL ADVICE CHANGES LIVES 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