Expertise

  • wealth management,
  • cashflow modelling
  • retirement counselling
  • Pension Advice
  • Financial Advice
  • Trusts & Estate Planning
  • Life and Health Protection
  • Corporate Financial Planning
  • Business Protection
  • Wills and Estate Planning

Summary

*No obligation initial consultation. We offer a high level of service and advice to our clients and are proud of our client focused approach.

 

Hi, my name is Kevin Wood and I am a fully qualified Financial Adviser/Wealth Manager. I am the Senior adviser and Principal of the practice and work with St. James’s Place, who are a FTSE 100 company.

 

Our staff are highly experienced and we have been involved in assisting clients’ with their financial requirements for over 30 years.

 

We cover a range of services but specialise in the ‘At Retirement’ market helping our clients and business owners with their pension objectives by organising the following;

 

  • We offer a 360 degree Cashflow planning service which can assess your current and future retirement objectives in real time
  • Review the structure of your pension/s and gather the information regardless of how long you have held your pension
  • Organise documentation to help you track your pensions and find out the current valuation of these

 

We also help our clients with Inheritance Tax/Will* planning, structure their investments and deal with their life and business protection which includes;

 

  • Organise the most suitable and tax efficient protection for your Business 
  • Ensure your ISA/s and investments are structured in accordance with your objectives and relevant risk preferences  
  • Arrange life insurance protection for you and your family
  • We help you by providing clear financial planning for your future 

 

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 reliefs can change at any time. Tax relief is dependent on individual circumstances. 

 

If  you  wish  to  discuss  any  of  the  above,  please  email  me at  Wood  &  Associates Wealth Management - Partner Practice of St. James's Place or call my mobile number stated on the form.

 

We look forward to being of service to you.

 

*Please note that advice relating to a Will necessitates the referral to a service that is seperate and distinct to those offered by St. James's Place. 

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.




Experience

  • Wood & Associates (Wealth Management)

    Partner
    - Current
    Wood & Associates (Wealth Management)

Qualifications

M.A. (Chester University)

Dip PFS

Cert CII 7 ER 

Fellow of the Institute of Sales Marketing & Management

Business Coach (Newcastle University)


Email Kevin

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