The financial world we live in is more complex and fast changing than ever before. At Alexi Wealth Management we recognise the benefits of making the right decisions now to enhance and protect your wealth.
Planning for a secure future whether for yourself, your family or your business is one of the most important steps your will ever take. It is crucial to regularly review your financial situation to take advantage of any developments in legislation and tax law.
At Alexi Wealth Management we focus on building and maintaining a long term trusted relationship with each of our clients, showing distinct quality, integrity and excellence of service. We offer each of our clients a bespoke and high level personal service that is rarely seen in today’s market place.
As an Associate Partner Practice of prestigious St. James’s Place Wealth Management, we have access to a wide range of specialist products and solutions, which enable us to provide a comprehensive financial planning service tailored to your individual needs. We offer advice to both individuals and businesses to meet all your financial needs, whether your priority is to:
- Build or preserve capital
- Reduce Inheritance tax liability
- Maximise income in retirement
- Manage Cash and borrowings
- Gain financial protection against risk
Our advice is backed by the St. James’s Place Guarantee, giving you the confidence and peace of mind in knowing that your finances are being looked after to a high standard.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.