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About Newsome Wealth Management

We will: - listen to you what you need and want for the future. - demonstrate your current position through the financial modelling system we use and project your future financial trajectory - provide you with creative solutions to maximise your position utilising Cash Flow Modelling, reduce inheritance tax, advice on life insurance and tax planning - ensure you are benefiting from all the reliefs, exemptions and allowances available via ISAs & Pensions. - meet regularly to ensure your created plan is on track The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. Newsome Wealth Management Ltd 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 22/10/2024

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