Our financial future is influenced by the things we can control and the things we can’t. We can mitigate the capricious nature of the future by planning both for the worst AND for the best. The way forward is to assess where you are now, articulate where you would like to be in the years ahead and create a practical strategy that aims to get you there.

This is not an easy journey to take on your own. An experienced and objective financial professional with a sympathetic understanding of your needs and intentions can advise and guide you every step of the way.

Marie Andrews at Kenwood Wealth Management is an appointed representative of St. James's Place, a leading wealth management company, and a Fellow of the Personal Finance Society. She works side by side with clients to help them define their financial aspirations and guide them through their investment options. She will then propose a bespoke strategy for wealth and, most importantly, watch over their account along this life-long journey.

How we can help

• Building wealth through tax efficient saving structures
• Wealth management
• Retirement planning 
• Pensions, including reviewing existing arrangements
• In retirement solutions
• Estate Planning and Inheritance Tax Solutions
• Business protection and succession planning
• Employee Benefits
• Profit Extraction

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.