Profile

Contact Details


Member: Paul Price
Company: St Peter’s Financial Planning Ltd
Phone: 01787 475 025
Mobile: 07342 085 501
Email: paul.price@sjpp.co.uk
Websitewww.breretonjacksonfinancial.co.uk
Nexus Role: Visitor Coordinator
Category: Financial Advisor

Services

To achieve this, I cover all major areas of financial planning, this includes:

– Pension and Retirement planning

– Tax efficient saving and Investment planning

– Succession Planning and Inheritance tax solutions

– Protection planning, both individual and Corporate

– Corporate advice to directors and employees

    Business Profile

    With over 30 years experience in Financial services I’ve worked with and advised clients from all backgrounds, from FTSE 100 companies to Sole Traders and individuals. I’m passionate about building long term trusted relationships and delivering great client outcomes, whatever your financial needs.

    How I work with clients is simple, I listen carefully to your needs, goals and aspirations then build a clear plan that is easy to understand and execute. I help you navigate and progress your plan with regular face to face reviews, agreeing and making any adjustments needed to help keep it on track while aiming to deliver on your expectations.

    At St Peters Financial Planning we cover the eastern counties of England where we offer a great client experience and service from our dedicated support team. We pride ourselves on delivering personal and professional face to face financial advice, aiming to achieve your financial plans and goals, whatever they may be. Always, our main focus is to build a longstanding trusted relationship with you so we can help you achieve your life plans and goals.

    Please call me on 07342 085501 for a friendly chat or visit our website www.stpetersfinancialplanning.co.uk to meet us and understand how we can help you, your family and friends.

    St Peters Financial Planning 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). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.