At Litterick Wealth Management, whether you are an individual looking to make the most of your money, a parent looking to protect your most precious assets or a business owner considering your exit strategies*, we really see the importance of developing life long relationships and our focus on these bonds is what makes us different.
We have expertise that cover a broad spectrum of financial planning solutions:
- Grow wealth, specifically through our distinctive approach to investment management
- Preserve assets for long-term financial security
- Adequately protect assets from potential threats
- Effectively manage capital and borrowings
- Maximise Income in retirement
- Financial Protection for you and those you love
We spend the time to really get to know our clients. What your current and future aspirations are, your goals and also your fears and how they can be addressed. We publish exclusively to our clients a range of newsletters, including a weekly Market Bulletin and quarterly magazine, The Investor.
The advice we provide is also backed by the St. James’s Place guarantee, giving you the peace of mind and comfort that you really are in great hands.
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.
*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.