Iris Wealth Management

About Iris Wealth Management

Iris was the ancient Greek Goddess of communication, the messenger of the Gods. Her role was to transfer messages between Olympian Gods and between Gods and humans. She travelled with the speed of wind from one end of the world to the other in order to deliver these messages. Maria chose to name her company Iris Wealth Management in order to honour her Greek heritage, and convey two of her fundamental beliefs; that the foundation of successful financial planning relationships is communication, and that time is the most valuable commodity. At Iris Wealth Management, we understand that each individual’s circumstances are unique and change over time. We work with you to clearly understand your objectives, build a bespoke financial plan, and adjust it to your changing needs. Our emphasis is on maintaining proactive long-term relationships built on clear, timely, and open communication and providing you with trusted advice. Our role is to make sure you that have the time to create memories, doing the things you enjoy so we take care of your financial planning to free you to do just that. We primarily work with high net worth individuals, couples and families. Our specialties include: • Investment Planning • Retirement planning • Protection Planning • Estate Planning and Inheritance Tax Solutions • Building wealth through tax efficient structures Iris 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Iris Wealth Management is a trading name of Iris Wealth Management Ltd. Taxation rules can change at any time and are dependent on individual circumstances. SJP Approved 02/01/2025

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