Carter Legrand Wealth Strategies
Wealth Management Consultant at Carter Legrand Wealth Strategies
Partner Practice of St. James’s Place Wealth Management
t: 0777 9230 449
I believe in financial empowerment and helping people to create more options by achieving financial freedom through planning and education.
I provide holistic financial advice working with individuals and businesses; in particular, within franchising, helping them find practical solutions for their financial issues that are a concern to them.
Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. I want that experience to be positive in every sense. I am proud to provide a friendly, easy to understand and honest face-to-face advice service tailored to individual circumstances. It is important to me that I build a long-term relationship with my clients, providing them with a source of trusted advice as their financial needs evolve and develop over the years.
I help my clients in many areas of wealth management, including retirement planning, wealth protection, savings and investment planning. More details are available on our website at www.carterlegrand.co.uk
ABOUT ST. JAMES’S PLACE
St. James’s Place Wealth Management is an award winning FTSE 100 business with funds under management in excess of £100 billion, specialising in the provision of highly personalised face-to-face wealth management services to individuals, families, trustees and businesses.
St. James’s Place Wealth Management advice service is delivered exclusively by it’s Partners and their advisers, who are collectively referred to as the St. James’s Place Partnership. They comprise some of the most experienced and able professionals working in wealth management today.
YOUR ADVICE GUARANTEE
The 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 www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
St. James’s Place guarantees the suitability of the advice given by members of the Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the group’s website at www.sjp.co.uk/products.