Mount Stuart Wealth Management, gets to know you and your goals to provide bespoke, focused, and specialist advice to help you on your financial journey.
Investing your money is often not enough to help you achieve your financial goals.
Working with our Financial Planners will enable you to map out your future financial security.
Who do we work with?
Entrepreneurs
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Business Owners
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Self-employed Professionals
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Professional Services
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Entrepreneurs > Business Owners > Self-employed Professionals > Professional Services >
Your hard-earned income deserves trusted advice
Perhaps you are at the beginning or towards the end of your career. You may need some assurance of regular income in the event of illness. Or maybe you have received an inheritance from a loved one and are in a quandary as to where to invest funds.
Whatever your journey, our Financial Planners will take the time to understand your needs, goals and aspirations. They will provide you with high-quality advice and guidance on investment strategy together with a clear plan to help you achieve future financial security.
Your Financial Planner will always be on-hand when you need help with a financial decision, so you can rest assured we always have your best interests at heart.
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.
The levels and bases of taxation and reliefs from taxation can change at any time. Tax reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.