We are experts in advising Partners at Professional Services Firms. You’re likely to be a successful individual who is an established expert in your field, at the most financially rewarding stage of your career and juggling the multiple challenges of work, family, and planning for the next phase of your life.
But you’re also likely be struggling to find time, with little capacity to think about anything other than work. You might not yet be sure when you can retire, the kind of lifestyle you want or can afford, how much to put away now, how to protect your family, where to invest or even how to plan for life's future expenses, like your children's education, weddings, helping with their first home or even your own long-term care.
We’ll help you to develop an appropriate financial strategy that supports your goals, and we can even help you decide what those goals are in the first place. Whether it’s helping you to protect your family, maximise the returns on your investments or what kind of pension you should have, we’ll help you make the right decisions.
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.
Richard is 53 and a senior Partner at a major law firm. He came to us to discuss his retirement strategy, specifically to review his existing pension and assess what kind of contributions he needed to make.
We work with many clients just like Richard – senior Partners at the peak of their careers with one eye on making the most out of their working lives and the other on planning the next step. We understand the multiple challenges facing them, from managing the day-to-day pressure of work and maximising its financial rewards, to ensuring that they are as prepared as possible for their retirement.
As always, before we did anything, we needed to get to know Richard and understand exactly what he wanted to achieve. Not just the usual generic goals, but critical issues, such as the exact age he wants to retire, what lifestyle he wants in retirement and also his wider hopes and plans for his wife and children.
Working with Richard and his wife, we developed a Future Perfect that has enabled him to have a holistic view of his family finances, bringing each of its separate aspects together under a joined-up strategy and all with the benefits of a single and trusted point of contact through their adviser at Corinthian.
Today, Richard knows that their financial strategy is focused on making their Future Perfect possible. Their long-term retirement plan is being executed and constantly monitored, their investment strategy is robust and fit for purpose and he knows that his wife and family are protected should anything happen to him. We review it on a regular basis, making sure that any new regulations and developments are factored in, updates to their personal circumstances are allowed for and all scenarios considered.
Above all, Richard and his wife are in control.
Over the years, Corinthian Wealth Management has provided my wife and me with specialist advice on pensions, investments and trust options. Trusting someone with your retirement planning is a big step and we met many other advisers before choosing Corinthian Wealth Management. They have embraced the...