Profile

Contact Details


Member: Sally Laking
Company: Sally Laking Wealth Management
Phone: 01702 595 799
Mobile07809 619 072
Email: sally.laking@sjpp.co.uk
Website: www.partnership.sjp.co.uk/partner/sallylaking
Nexus Role: Member
Category: Financial Adviser

Services

Annual Reviews

  • Regular Reviews of my Clients Existing Arrangements.
  • Attitude to Risk Update.
  • Fund Switches and Portfolio Rebalances.
  • Utilizing Tax Exemptions.

Goal Based Financial Planning

  • Using Software to track financial goals and identify shortfalls.
  • Protection Against Risk:
  • Life Assurance, Mortgage Protection, Critical Illness, Income Protection, Family Income Benefit.
  • Director/Employee Benefits e.g. Key Person, Death in Service, Relevant Life Plan, Shareholder Protection.
  • Health Insurance e.g. Private Medical Insurance.
  • Trusts – Putting protection plans into Trust to protect against Inheritance Tax and to ensure quicker life cover payments are made without having to wait for Probate.

Investments

  • ISAs
  • Junior ISAs.
  • Unit Trusts.
  • Investment Bonds.
  • Will Trusts & Trustee Investments.

Pension Savings

  • Individual & Company Pension Schemes.

Pension Options at Retirement

  • Tax Free Cash Only.
  • Drawdown.
  • Uncrystallised Funds Pension Lump Sum.
  • Annuities, Tax Free Cash Only.

Trust & Estate Planning

Portfolio Management

Business Profile

I have been fortunate over the years to have good financial advice myself but it still surprises me that so many people have not had the opportunity to plan their finances with a fully qualified financial adviser.

Being able to use my financial qualifications together with my desire to help, my business enables my clients to plan for a better financial future.

Having a financially secure future is something all of us are concerned about, however most people do not fully understand or comprehend the options available to them when it comes to Financial Planning. This means that they often make poor choices or no decision at all.

The reality is that if you don’t take the time to plan for the future, then nothing will change.

Establishing relationships and being fully accessible to my clients is at the core of my business. My service is based on the desire to work with my clients to plan their finances properly to help achieve a better and more financially secure outcome for them and their families.

 

Sally Laking Wealth Management 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 http://www.sjp.co.uk/products.

 

 

 

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Melanie Poole

I have been supported by Sally with my pension and my son’s ISA for just over a year now and couldn’t be happier with the amazing service I have received from Sally. Sally explains everything in easy steps for me to understand