The software and technology sectors are highly pressurised and competitive with appropriately generous remuneration and bonuses for the very best. Our experience tells us that most successful IT professionals don’t have either the time or the confidence to optimise their wealth management strategies, and this inaction leads to inefficiencies in their wealth accumulation and tax-planning.
It might be about investing a bonus wisely, having enough for that penthouse apartment, car, or yacht, protecting your income and family, or planning ahead for your future and retirement. Whatever it is, our knowledge of your industry and professional challenges, will allow us to put together an appropriate wealth management strategy that augments your hard work and improves your financial capability, both now and in the future.
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.
Paul, 26, is a dynamic and ambitious IT professional working for a global software business. He was introduced to us by an existing client and has a clear objective: to put together a financial strategy that will enable him to retire at 50.
Paul is a top performer at his company, consistently working 12-hour days, in a very demanding sales environment. The financial rewards are substantial, but his focus on work means that he has very little time left to look at his long-term financial future. Paul worked closely with Will at Corinthian, who helped him to take a step back, to look at the wider picture, his professional and personal goals and establish his Future Perfect, that will provide the framework for a bespoke financial strategy, designed to deliver those objectives.
Central to all of this is ensuring that Paul’s money works as hard as he does. With Will’s help, he now knows exactly how much to put aside each month for both his pension and his ISAs, what his current pension plan will deliver and is aware of the multiple options available to him, whether he chooses to retire at 50 or not. He also has a clear investment strategy that is reviewed during his quarterly meetings with Will, to make sure that any changes in his professional or personal circumstances are factored in. This includes using Voyant, powerful cashflow planning software, that allows us to calculate a wide range of different scenarios, that helps to keep Paul one step ahead at all times.
Most importantly, Paul is now in control of his long-term financial security and can continue to work hard and focus on his career, safe in the knowledge that his earning potential is maximised, and his investment and retirement strategies are robust and aligned with his future plans.
I've been working with Will approximately 9 months now, prior to speaking with Will I had an objective but no understanding ultimately of how I would achieve it. Will's passion, specialism and human touch has led to me being in a position where I can effectively build towards my objective in a very ...