I provide a high service level to clients who value a trusted relationship where they are known and feel central to everything I do. Deep understanding of a client and their family is key to holistic advice. I provide support in investment management, retirement, mortgages and lending, structuring, access to specialist banking, protection and Inheritance Tax Planning.
Providing advice on all personal financial matters. I have a clear view on how to deliver wealth management in my Practice and how I want my clients to feel about the relationship. I provide a high service level to clients who value a trusted relationship where they are known and feel central to everything I do.
Jonathan Grant Wealth Management Ltd is a Partner Practice of St. James's Place. St. James's Place also have a number of arrangements with third party firms that allows a holistic review to be carried out.
Your home may be repossessed if you do not keep up repayments on your mortgage.