South Downs Financial Planning
Partner Practice of St. James's Place Wealth Management
“We highly recommend Stephen Lucas of St. James's Place Wealth Management. He is aware of our needs and is friendly, professional and helpful. His expert advice and guidance on our investments and pensions has been concise, and he has provided us with sound information which has been clearly and carefully tailored to our needs. There has been no pressure, and we have felt completely at ease with Stephen, who has thoroughly explained our options. We look forward to working with Stephen for many years to come.”
Michael and Veronica Bateman, Retired, Chichester
“Until we met Steve, we found it very difficult to plan our retirement. He explained in clear simple terms what our options were, and helped us choose the best ones for us. Over the last few, difficult years, his advice has proved to be invaluable. He continues to keep in contact and regularly monitors and reviews our investments.”
G. Hedges, Retired, Woking
“As a Deputy of the Court of Protection responsible for dealing with my relative’s financial affairs, it was extremely important for me to receive professional advice regarding the financial decisions that I had to make on their behalf. I was very pleased with the professional and considered manner in which Stephen advised me, and as a consequence I am happy than I have made the right decisions on behalf of my relative.”
Nigel Riley, Chartered Surveyor, Woking
“Steve explained all of the options to me. The use of a annuity to pay part of my mother's care fees has proved very beneficial. It has not only given the family certainty about being able to pay the fees over the coming years, but is also tax efficient because the annuity is paid directly to the care home each month.”
Andy Carpenter, Retired Accountant, Worthing
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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.