As a busy professional, finding time to devote to managing your future financial goals can be difficult. We provide support and guidance to help keep you on track financially, aiming to hit your targets whilst you concentrate on managing life’s immediate demands alongside a full career.

If you are thinking about early retirement, it is essential to plan ahead. We are generally living longer, and it is becoming more common for people to spend almost as long in retirement as they did during their careers.

A good financial plan needs to be regularly reviewed so it can adapt to your career path and life’s changes. Belmont Wealth Management offer a bespoke service, delivering tailormade advice and a plan that fits your needs.

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.