Latchum Heritage Wealth Management Ltd is a Partner Practice of St. James’s Place Wealth Management, offering personalised financial planning and investment strategies to help clients achieve their financial goals. With a focus on building strong, long-term relationships, and providing tailored advice that considers individual circumstances and aspirations. Services encompass a wide range of areas, including retirement planning, tax efficiency, and wealth management. By leveraging the extensive resources and support of St. James’s Place, clients receive informed guidance and robust solutions designed to secure 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
St. James’s Place (SJP) is a prominent UK-based wealth management firm headquartered in, Gloucestershire, with Advisers nationwide. Established in 1991, SJP specialises in providing one-to-one financial advice to help clients’, plan for their futures. SJP focuses on building long-term relationships between its trusted advisers and clients, offering tailored financial strategies and investment solutions. With a commitment to delivering value and sustainable growth, SJP has become one of the largest advice-led wealth management companies in the UK, serving a diverse clientele across various financial needs.
Financial Adviser in Chorley
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, bringing over 20 years of expertise in financial planning to support you in achieving your goals and securing your financial future.
Latchum Heritage Wealth Management Ltd takes pride in offering personalised, long-term service to clients in Chorley. The approach centres on understanding unique financial objectives, enabling close collaboration to create tailored strategies that align with individual aspirations. This commitment ensures that clients receive the support they need to achieve their financial goals effectively. With dedicated support, you can navigate your financial journey with confidence.
Expert Services
Latchum Heritage Wealth Management Ltd offers a comprehensive range of financial services to help clients achieve their financial goals, including:
- Investment Planning: Expert guidance for building and managing tailored investment portfolios aligned with individual risk tolerance and financial objectives.
- Tax Planning: Personalised strategies to navigate tax complexities, focusing on income tax optimisation, capital gains, and inheritance tax reduction.
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.
- Retirement Planning: Customised plans for pension, savings, and income generation to ensure a comfortable retirement, taking into account lifestyle choices and market volatility.
- Protection Planning: Advice on life insurance, critical illness cover, and income protection to secure families’ financial futures.
- Mortgage Services: Simplified guidance for first-time buyers and those looking to re-mortgage, ensuring informed decisions that align with financial goals.
Your home may be repossessed if you do not keep up repayment on your mortgage.
- Corporate Services: Comprehensive financial planning for businesses, including employee benefits and succession planning to support growth and stability.
- Intergenerational Wealth Management: Strategies for wealth transfer and inheritance tax planning to protect family legacies and ensure financial security across generations.
This holistic approach helps clients receive tailored support across all financial aspects, empowering them to secure their financial futures.
Tailored Advice for your Industry
Latchum Heritage Wealth Management Ltd provides specialised financial advice tailored to a diverse range of sectors, including:
- Farming: Focused on sustainable growth and effective asset management to help farmers navigate financial challenges.
- Agriculture: Offering personalised strategies that address the unique needs of agricultural businesses for long-term success.
Using years of experience in these sectors, Latchum Heritage Wealth Management Ltd helps clients receive comprehensive support designed to enhance their financial well-being and achieve their long-term goals.
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 committed partner in the financial journey. Call or send a message today, to schedule a consultation, and explore how expert guidance can help achieve financial goals, providing valuable insights and strategies tailored to individual needs.