BlackFin Wealth Management Ltd

Description

Whether you are looking to achieve an investment return, engage in active retirement planning, invest for the medium term whether for property purchase or school fees planning, or even have concerns regarding succession planning, it is extremely challenging to know where to start. Our aim is to provide a bespoke service tailored to our clients’ immediate, medium & long term financial objectives. Understandably securing & safeguarding the financial future for yourself, your family or your business is fairly daunting. This coupled with a widespread ‘there’s always tomorrow’ attitude and a Financial Services choice paralyses is why we aim to provide pro-active on-going advice and establish strong, long term relationships with our clients. 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. BlackFin Wealth Management Ltd is a Senior Partner Practice of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

Financials