Based in Urmston, Lymm and Manchester City Centre, I provide Wealth Management advice to clients within the city and further afield throughout the Cheshire & North West areas. Dealing with a host of individuals and companies, I help obtain the best potential returns for my clients’, helping them to grow and expand their portfolios.
Born and bred in Manchester, I began my career here in the UK but soon moved abroad where I gained extensive experience in offshore banking. After working across Europe in Spain, Scandinavia, Germany, Malta and Greece, I acquired an excellent understanding of European tax with respect to investments and savings.
In line with my professional background, I have focused on developing specialist knowledge and am fully qualified as an estate planning Partner. Additionally as a representative of St. James’s Place Wealth Management, my service is enhanced and complemented by the provision of advice covering investments, Inheritance Tax planning and retirement strategies.
I also have a wealth of commercial experience, specifically with larger companies and SMEs. From pension schemes to auto-enrolment policies, I can discuss a host of opportunities with company directors which they may not have been aware of previously. From the outset, I can clearly see where there may be tax efficient aspects of a business which owners can benefit from. I have numerous professional relationships with a wide variety of commercial clients – I often works alongside clients’ own solicitors and accountants providing a complementary service and a fresh perspective to ensure that all aspects of their financial affairs are considered.
Please take a look at our website www.hwmsjp.co.uk to find out more about our Services and St. James’s Wealth Management, or alternatively Contact Us.
In the current economic climate, with rising inflation, record low interest rates and rising taxation, knowing which direction to take to protect and grow your wealth can be challenging.
With this in mind, Henning Wealth Management are pleased to offer a personal wealth management service for Home Landlords & Home Private Clients.
Henning Wealth Management a Partner Practice of St. James’s Place Wealth Management, work with a network of highly experienced St. James’s Place Partners across the UK and can put you in touch with an expert local to you.
They provide a bespoke wealth management service to help secure your financial future, whether your priority is to: –
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 the amount invested.
Equities do not have the security of capital which is characteristic of a deposit with a bank or building society, as the value & income may fall as well as rise. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief is generally dependant on individual circumstances
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