Planning for a secure future, be it for yourself, your family or your business is, I firmly believe, one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
Our service is grounded in the highest professional standards.
With over 18 years experience of helping both private and corporate clients retain, protect and increase their wealth in the most tax efficient manner, Allium Wood Wealth Management’s Principal, Charles Cannon, aims to become your trusted adviser. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.
As an Associate Partner Practice of the prestigious St. James's Place Wealth Management, we can help you to reach your financial aspirations by providing you with the appropriate advice and guidance both now and as your life changes.
In addition to our expertise we also work closely with a range of experienced specialists within the St. James's Place community who we can call upon to support the services that we provide.
The level of satisfaction in our service may be judged by the fact that most new clients come as a result of personal recommendation by existing clients to their family, friends and work colleagues.