We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth
Services:
- Investment Planning
- Retirement Planning
- Protecting You & Your Estate
- Tax Planning for Private Clients
- Tax Planning for SME Clients
I have worked in financial services since 2006 and provide broad based advice to business owners, professionals and retired clients. I help you with practical solutions to the financial issues that concern you the most.
As an Associate Partner Practice of St. James’s Place Wealth Management, my emphasis is on maintaining a long term relationship with my clients and to provide my clients with a source of trusted advice as their circumstances evolve. I work with many clients in London and surrounding counties.
White Lotus Wealth Ltd 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.
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30 Lombard Street
London
EC3V 9BQ
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http://www.whitelotuswealth.co.uk/
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