Latchum Heritage Wealth Management Ltd is proud to operate as a Partner Practice of St. James’s Place Wealth Management, specialising in personalised financial planning and investment strategies tailored to help clients achieve their financial objectives. The focus is on building lasting relationships, prioritising each client’s unique circumstances and goals in tailored advice.
Our comprehensive suite of services encompasses retirement planning, tax optimisation, and holistic wealth management, designed to address the diverse financial needs of individuals and families. Additionally, clients can receive investment management, estate planning, and protection strategies to create a well-rounded financial approach. From extensive resources and support, clients receive informed guidance and effective solutions, empowering them to secure their financial futures with confidence.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
St. James’s Place Adviser Wigan
St. James’s Place (SJP) is a leading UK-based wealth management firm renowned for its commitment to providing personalised financial advice that empowers clients to effectively plan for their futures. For over 30 years, SJP has cultivated a strong reputation for fostering enduring relationships between trusted advisers and clients, ensuring that each financial strategy is customised to meet individual needs and aspirations.
With an extensive network of advisers located throughout the country, SJP offers a wide array of services, including retirement planning, investment management, estate planning, and tax efficiency strategies. They are dedicated to delivering exceptional value and promoting sustainable growth, making it one of the largest advice-led wealth management companies in the UK. By addressing a diverse range of financial needs – from individuals and families to businesses – SJP is committed to helping clients navigate their financial journeys with confidence and clarity.
Financial Adviser in Wigan
Latchum Heritage Wealth Management Ltd, located in Wigan, specialises in delivering tailored financial advice and comprehensive wealth management services aimed at helping clients achieve their financial goals. With a strong emphasis on cultivating lasting relationships, clients can access a wide array of services, including retirement planning, investment strategies, tax optimisation, and protection planning.
By taking the time to understand unique circumstances and aspirations, personalised financial plans are developed to empower individuals and families to confidently navigate their financial journeys. Whether planning for retirement, managing investments, or seeking strategies to optimise financial situations, clients can expect expert guidance and support at every stage. Staying up to date with the latest market trends and regulatory changes ensures that informed advice is always tailored to specific needs.
Expert Financial Services
Latchum Heritage Wealth Management Ltd offers customised retirement planning strategies focusing on pensions, savings, and income generation to ensure a comfortable retirement while considering individual lifestyles and market dynamics. In investment planning, clients receive professional guidance to create tailored portfolios that align with their risk tolerance and financial goals. Tax planning* features personalised strategies to optimise income tax, manage capital gains, and minimise inheritance tax. Expert protection planning advice, including life insurance and income protection, helps safeguard financial futures. For business owners, the comprehensive corporate services support financial planning, employee benefits, and succession planning, promoting growth and stability.
*The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependant on individual circumstances.
*The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Intergenerational wealth management strategies focus on helping clients protect family legacies through effective wealth transfer and inheritance tax planning. Streamlined mortgage services assist first-time buyers and those looking to re-mortgage, empowering clients to make informed financial choices.
Your home may be repossessed if you do not keep up repayment on your mortgage.
Tailored Advice for Diverse Sectors
Latchum Heritage Wealth Management Ltd provides customised financial advice is tailored to meet the unique needs of clients across various sectors, enhancing financial well-being and supporting long-term goals.
In the farming sector, clients benefit from dedicated support that promotes sustainable growth. Effective asset management, cash flow planning, and risk management strategies empower farmers to thrive in an evolving agricultural landscape.
For agricultural businesses, personalised strategies address unique challenges like market fluctuations, resource management, and succession planning, all aimed at securing long-term success.
Helping you secure your future financial well-being
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The emphasis is on providing financial stability for individuals and organisations, ensuring compliance with regulatory requirements while offering tailored solutions for budgeting, retirement planning, and financial education. Schedule a consultation today to see how expert help can support you in reaching your financial goals and making the path to success easier.