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 and providing tailored advice that considers each client’s unique circumstances and aspirations. The 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 Bolton
St. James’s Place (SJP) is a prominent UK-based wealth management firm that specialises in providing personalised financial advice to help clients effectively plan for their futures. Established in 1991, SJP has built a reputation for fostering strong, long-term relationships between trusted advisers and clients, offering customised financial strategies and investment solutions tailored to individual needs. With a vast network of advisers across the country, SJP are committed to delivering exceptional value and promoting sustainable growth, making it one of the largest advice-led wealth management companies in the UK, serving a diverse range of financial needs.
Financial Adviser in Bolton
Latchum Heritage Wealth Management Ltd, based in Bolton, specialises in providing tailored financial advice and wealth management services designed to help clients achieve their financial goals. With a strong focus on building lasting relationships, clients can access a comprehensive range of services, including retirement planning, investment strategies, tax optimisation, and protection planning. By understanding your unique circumstances and aspirations, personalised financial plans are created to empower you and your family to navigate your financial journey with confidence. Whether you are planning for retirement, managing investments, or seeking to optimise your financial strategy, Latchum Heritage Wealth Management Ltd is committed to supporting you every step of the way.
Expert Financial Services
Latchum Heritage Wealth Management Ltd provides a wide array of financial services tailored to help clients achieve their financial objectives, including:
- Retirement Planning
Customised strategies for pensions, savings, and income generation to help ensure a comfortable retirement, while considering 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 to 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.
Your home may be repossessed if you do not keep up repayment on your mortgage.
Tailored Financial Advice across Diverse Sectors
Latchum Heritage Wealth Management Ltd offers customised financial advice specifically designed for a range of sectors, leveraging extensive expertise in these areas to ensure clients receive comprehensive support aimed at enhancing their financial well-being and achieving long-term goals.
- Farming: Committed to promoting sustainable growth, Latchum Heritage assists farmers with effective asset management, cash flow planning, and risk management strategies to help them thrive in an evolving agricultural landscape.
- Agriculture: Delivering personalised strategies that cater to the unique needs of agricultural businesses, addressing issues such as market fluctuations, resource management, and succession planning to help secure 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
Choosing Latchum Heritage Wealth Management Ltd means gaining a dedicated partner in the financial journey. A consultation can be scheduled today to explore how expert assistance can help in achieving financial objectives and navigating the path to success.