Eamonn Cassidy Wealth Management is a Partner Practice of St. James’s Place Wealth Management. We specialise in face to face advice to assist you in managing your financial needs, tailored to meet your own specific circumstances. Within the Practice, we have over 19 years of experience in financial services.
Within our Practice, we aim to provide a specialised and professional wealth management, with reliable and professional expert advice for individuals and businesses, to help with securing their financial future which may include:
- Building and preserving capital
- Manage your cash and borrowings
- Protect yourself against financial risk
As well as addressing simple and straightforward issues such as mortgages and insurance, we can help to resolve more complex problems for clients, whether it be investment for growth, Inheritance Tax or retirement planning.
Planning a secure future for you, your family or business is one of the most important steps you will take. It is therefore imperative to regularly review your financial situation to take advantage of the many developments in legislation, market opportunities and changes in tax law.
Our role is to understand your financial goals and aspirations and to provide you with a bespoke service.
With our office based in Leicestershire, we are able to offer clients sound advice taking away the frustrations of financial planning.
Within our Practice, we understand that each client will need an individual solution to meet their specific needs. This is why we aim to create a long lasting relationship with the client, giving expert advice.
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.