The value of advice The value of advice
Retirement Planning Helping you secure peace of mind Investment Planning Giving your future financial independence Intergenerational Planning Building a financial plan that can work for all generations Protection Planning Helping to protect the important from the unexpected Retirement Planning Helping you secure peace of mind Investment Planning Giving your future financial independence Intergenerational Planning Building a financial plan that can work for all generations Protection Planning Helping to protect the important from the unexpected Let’s start a conversation
You work hard to support your family and enjoy life, so it makes sense that your money should work hard too. A little expert advice can make all the difference and we endeavour to create a long-term relationship-based service that focuses on what you need, as well as what motivates and inspires you. You can trust us with a number of financial solutions. From access to a broad range of funds providing the potential to grow your savings and protect them against inflation, to pension advice – whatever your age. 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. can trust us with a number of financial ions. From access to a broad range of s providing the potential to grow your ngs and protect them against inflation, ension advice – whatever your age. value of an investment with St. James’s e will be directly linked to the performance e funds you select and the value can efore go down as well as up. You may back less than you invested. work hard to support your family and enjoy o it makes sense that your money should hard too. e expert advice can make all the difference we endeavour to create a long-term onship-based service that focuses on you need, as well as what motivates nspires you.
Retirement Planning - Helping you secure peace of mind Investment Planning - Giving your future financial independence Intergenerational Planning - Building a financial plan that can work for all generations Protection Planning - Helping to protect the important from the unexpected
0208 042 0009 07956 584 097 kunal.patel@sjpp.co.uk 0208 042 0009 07956 584 097 kunal.patel@sjpp.co.uk 30 Lombard Street, London, EC3V 9BQ
Kunal Patel BA (Hons) DipPFS
Let’s start a conversation
Kunal Patel BA (Hons) DipPFS
Aruna Wealth Management 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 t he 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. SJP Approved APPROVAL DATE NEEDED 30 Lombard Street, London, EC3V 9BQ Aruna Wealth Management 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.
Aruna Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Manageme
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