Wolfe Wealth & Financial Planning

About Wolfe Wealth & Financial Planning

Over the last 15 years we have dedicated our time to providing high standards of customer service and satisfaction through the provision of financial advice. Our clients are based throughout London and the home counties and are typically: • busy individuals of all ages planning for retirement and looking to invest in a tax efficient way; • small and medium sized business owners at all stages of the business cycle; • families looking to protect themselves and their loves ones, now and in the future. Our advice covers all areas of wealth management, including, but not limited to, retirement planning, wealth protection, savings and investment planning. More details are available on our website at http://www.sjpp.co.uk/lyndsaywolfe/index.html As an Associate Partner Practice of St. James’s Place Wealth Management based in London, our emphasis is on maintaining long-term relationships with our clients and providing them with a source of trusted advice for all their financial planning needs. If you would like to discuss any of the above areas, please feel free to email Lyndsay on lyndsay.wolfe@sjpp.co.uk. We look forward to speaking to you soon. Your home may be repossessed if you do not keep up repayments on your mortgage. 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. Wolfe Wealth and Financial Planning 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). The title `Partner Practice' is the marketing term used to describe St. James's Place representatives.

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