Latchum Heritage Wealth Management Ltd operates as a Partner Practice of St. James’s Place Wealth Management, specialising in customised financial planning and investment strategies aimed at helping clients reach their financial objectives. Emphasising the importance of cultivating strong, long-lasting relationships, Latchum Heritage Wealth Management Ltd delivers tailored advice that considers each client’s unique circumstances and goals, covering various areas such as retirement planning, tax optimisation, and comprehensive wealth management. By utilising the significant resources and support provided by St. James’s Place, clients benefit from informed guidance and effective solutions designed to safeguard 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 Preston
St. James’s Place (SJP) is one of the UK’s largest advice-
led wealth management companies, with its headquarters in Gloucestershire and Advisers located throughout the country. Founded in 1991, SJP specialises in offering personalised financial advice to assist clients in planning for their futures. They prioritise the development of enduring relationships between trusted advisers and clients, providing customised financial strategies and investment solutions. Committed to delivering value and promoting sustainable growth, SJP has established itself as one of the largest advice-led wealth management companies in the UK, catering to a wide range of financial needs for a diverse clientele.
Financial Adviser in Preston
At Latchum Heritage Wealth Management Ltd, Martin Latchum FCIB Cert (MP & ER) PFs Dip FA is dedicated to providing exceptional financial advice and wealth management services. With over 20 years of experience in financial planning, Latchum Heritage Wealth Management Ltd is dedicated to helping you reach your goals and secure your financial future.
Latchum Heritage Wealth Management Ltd takes pride in delivering personalised, long-term service to clients in Preston by focusing on understanding your distinct financial objectives, allowing customised strategies that align with your aspirations, so you can confidently navigate your financial journey with committed support.
Expert Services
Latchum Heritage Wealth Management Ltd provides a wide array of financial services designed to help clients achieve their financial goals, including:
- Retirement Planning: Tailored plans for pensions, savings, and income generation that ensure a comfortable retirement while considering lifestyle choices and market fluctuations.
- Investment Planning: Expert guidance in building and managing customised investment portfolios that align with individual risk tolerance and financial objectives.
- Tax Planning: Personalised strategies to navigate complex tax issues, focusing on optimising income tax, capital gains, and reducing 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: Advice on life insurance, critical illness cover, and income protection to safeguard families’ financial futures.
- Corporate Services: Comprehensive financial planning for businesses that includes employee benefits and succession planning to foster growth and stability.
- Intergenerational Wealth Management: Strategies for wealth transfer and inheritance tax planning that protect family legacies and ensure financial security across generations.
- Mortgage Services: Streamlined guidance for first-time buyers and those looking to re-mortgage, ensuring informed choices that align with financial goals.
Your home may be repossessed if you do not keep up repayment on your mortgage.
Tailored Advice for your Industry
Latchum Heritage Wealth Management Ltd offers specialised financial advice tailored to a variety of sectors, including:
- Farming: Focused on sustainable growth and effective asset management to assist farmers in overcoming financial challenges.
- Agriculture: Delivering personalised strategies that cater to the unique needs of agricultural businesses for long-term success.
Clients benefit from comprehensive support specifically designed to enhance their financial well-being and successfully achieve their long-term goals with confidence and clarity.
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 having a trusted partner in your financial journey. Schedule a consultation today to find out how expert support can help you reach your financial goals and make the path to success smoother.