I am qualified to advise on the following areas of financial planning:
- Investment Planning
- Retirement Planning
- Long Term Care Fee Planning
- Trust and Estate Planning
- Financial Protection
Everyone’s financial situation is unique and my emphasis is centred working alongside my clients to understand their goals and aspirations and ensure the most appropriate action is taken according to their circumstances. I strive to build trusted, long-term relationships with my clients so that there is continuity as their financial circumstances evolve. Once your financial plan has been put in place, we meet at least once a year to give us the opportunity to ensure all plans remain appropriate, examine and address any change in personal circumstances and review the impact of any changes in legislation.
Please feel free to contact me to arrange a no obligation meeting to discuss any specific areas of financial planning or for a simple review of your current position. I am currently based Framlingham Technology Centre where we can meet or I am happy to travel to your office or home.
Claire Rowell Financial Planning 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
SJP Approved 9/02/2023
Claire Rowell Financial Planning
Partner Practice of St. James’s Place Wealth Management
Framlingham Technology Centre, Station Road, Framlingham, Suffolk IP13 9EZ
Tel: 07766 072 885