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Philip Moody

St. James's Place Partnership
Financial Planning

Contact Information:

Brinkworth House
Brinkworth, Wiltshire SN15 5DF
United Kingdom
T: 01666511439
www.philipmoodysjp.co.uk

Years in Business:

 

2

Clients I'm Seeking:

 

Business Owners and Professionals who want to structure their finances to protect their assets, grow their capital and avoid paying unecessary tax. Individuals in or approaching retirement who want to get the best out of their pensions and other investments.

About My Business:

 

As a Partner of the St. James's Place Partnership, I provide a wide range of financial planning and wealth management services to both individuals and businesses. My emphasis is on maintaining a long term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over time. St. James's Place is one of the UK's leading Wealth Management groups - voted Wealth Manager of the Year 2008 and 2009 by readers of the Investors Chronicle and Financial Times as well as being voted Wealth Manager of the Year 2007, 2008 and 2010 by readers of the Daily Telegraph. Specialties : • Financial Planning • Financial Advice • Retirement Planning • Pension Reviews • Investments • Investment Advice • Inheritance Tax and Estate Planning • Long Term Care • Personal Protection (life, critical illness, income protection) • Business Protection (shareholder, keyman, business will)

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