HENRI JAMES WEALTH
- 49/50 QUEEN SQUARE, SALTFORD
BS1 4LW BRISTOL, GLOUCESTERSHIRE
Phone: 0117 914 7383
Fax: 0117 927 2868
E-mail: Send messagewww.henrijameswealth.com
Short profile:
HENRI JAMES Wealth offers you bespoke independent financial advice tailored to your individual needs. Our aim is to build rewarding and lasting relationships with our clients which pass down through generations.
Whether you are planning for your retirement, funding your children's education, wish to enjoy life's luxuries, or you are a business owner, our proven track record will allow you to realise your goals.
Detailed description:
HENRI JAMES Wealth offers you bespoke independent financial advice tailored to your individual needs. Our aim is to build rewarding and lasting relationships with our clients which pass down through generations.
Whether you are planning for your retirement, funding your children's education, wish to enjoy life's luxuries, or you are a business owner, our proven track record will allow you to realise your goals.
Being entrusted with your savings is a responsibility we take very seriously. HENRI JAMES Wealth only invest in trusted and respected funds. You will have a personal relationship with your adviser and in turn we meet regularly with our chosen fund managers to ensure that your performance is outperforming our benchmarks. We then contact you monthly with an update on the performance and market commentary and you can view your investments online. We also have a specialist adviser support line to answer any general questions you may have.
HENRI JAMES Wealth is a company offering independent financial advice. This means that we are not linked to any specific fund or service provider and instead consider the whole of the market. We look at the full range of funds available before deciding which fund combinations offer the best value to you our clients. HENRI JAMES Wealth is bound by and adheres to all applicable FSA regulations.
We are happy to travel nationwide to meet you so it really could not be easier to find out whether you can benefit from our advice. Contact us today to benefit from a complimentary review.
Keywords:
investments, pensions, savings, inheritance tax planning, ISA's, employee benefits, groups personal pensions, offshore investments, income drawdown, annuity, self invested personal pensions, SIPPs.
