Latchum Heritage Wealth Management Ltd proudly operates as a Partner Practice of St. James’s Place Wealth Management, specialising in personalised financial planning and investment strategies designed to help clients achieve their financial goals. With a strong emphasis on building enduring, long-term relationships, Latchum Heritage Wealth Management Ltd provides tailored advice that considers each client’s unique circumstances and aspirations. Comprehensive services encompass various areas, including retirement planning, tax optimisation, and holistic wealth management. By leveraging the extensive resources and support from St. James’s Place, clients receive informed guidance and effective solutions aimed at safeguarding their financial futures.
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 in Blackburn
St. James’s Place (SJP) is one of the UK’s largest advice-
led wealth management
companies, headquartered in Gloucestershire, with a network of Advisers across the country. Established in 1991, SJP specialises in delivering personalised financial advice that empowers clients to plan effectively for their futures. They are dedicated to fostering strong, lasting relationships between trusted advisers and their clients, offering customised financial strategies and investment solutions. With a commitment to providing exceptional value and promoting sustainable growth, addressing a diverse range of financial needs for its varied clientele.
Financial Adviser in Blackburn
At Latchum Heritage Wealth Management Ltd, Martin Latchum FCIB Cert (MP & ER) PFs Dip FA is committed to delivering outstanding financial advice and wealth management services. Martin brings over 20 years of experience in financial planning, dedicated to helping you achieve your goals and secure your financial future.
Clients in Blackburn benefit from personalised, long-term service that focuses on their unique financial objectives. This approach fosters customised strategies tailored to individual aspirations. With dedicated support, clients can navigate their financial journey with confidence and clarity.
Expert Services
Latchum Heritage Wealth Management Ltd offers a comprehensive range of financial services designed to help clients achieve their financial objectives, including:
- Retirement Planning: Customised strategies for pensions, savings, and income generation to help ensure a comfortable retirement, taking into account individual lifestyle choices and market dynamics.
- Investment Planning: Professional guidance in constructing and managing tailored investment portfolios that align with your unique risk tolerance and financial goals.
- Tax Planning: Personalised strategies to navigate complex tax challenges, focusing on optimising income tax, managing capital gains, and minimising inheritance tax.
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.
The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependant on individual circumstances.
- Protection Planning: Expert advice on life insurance, critical illness coverage, and income protection to safeguard your family’s financial future.
- Corporate Services: Comprehensive financial planning for businesses, including employee benefits and succession planning, aimed at fostering growth and stability.
- Intergenerational Wealth Management: Strategies for wealth transfer and inheritance tax planning that protect family legacies and help ensure financial security for future generations.
- Mortgage Services: Streamlined support for first-time buyers and those looking to re-mortgage, ensuring informed choices that align with your financial objectives.
This comprehensive approach enables clients to receive tailored support in every aspect of their financial journey, empowering them to confidently secure their financial futures.
Your home may be repossessed if you do not keep up repayment on your mortgage.
Specialised Financial Advice
Latchum Heritage Wealth Management Ltd delivers customised financial advice tailored to a diverse range of sectors, harnessing deep expertise to provide clients with comprehensive support that enhances their financial well-being and helps them achieve long-term objectives.
- Farming: Dedicated to promoting sustainable growth and effective asset management, assisting farmers in navigating financial challenges.
- Agriculture: Providing personalised strategies that address the unique needs of agricultural businesses for long-term success.
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.
The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependant on individual circumstances.
Helping you secure your future financial well-being
Contact Us
When you choose Latchum Heritage Wealth Management Ltd, you gain a committed partner in your financial journey. Call today to schedule a consultation, and find out how you can achieve your financial objectives.