Declan Kiely Wealth Management Ltd

Description

We are Declan Kiely Wealth Management Ltd ► A Partner Practice of St. James’s Place. Most business owners are focused on building success — not always what that success is building towards. We help change that. We work with business owners and successful individuals to turn hard-earned wealth into long-term financial freedom through clear, structured and trusted financial planning. Our approach is simple: clarity, strategy, and long-term partnership. We help clients: • Turn business profits into lasting personal wealth • Plan and deliver successful, tax-efficient exits • Structure wealth efficiently during and after a business sale • Protect assets, families, and future income • Make confident, informed financial decisions We specialise in working with business owners at key moments of change — growth, exit, and legacy planning. We also collaborate closely with accountants, solicitors, and other professional advisers to ensure every element of your financial picture is aligned and working together. Bespoke Financial Planning ► No templates or assumptions. Just tailored strategies that evolve with you as life and business change. Let’s talk ► declan.kiely@sjpp.co.uk Specialist areas ► Wealth Management, Pensions, Investments, Protection, Inheritance Tax Planning, Exit Planning, Tax Strategy, Mortgages, and access to specialist banking services. SJP Approved 09/10/2025

Financials