With over 30 years of working within wealth management, Harman Smith Wealth Management have the knowledge and experience that you need to be confident that your financial wellbeing is in safe hands.
Both Paul and Neil’s expertise covers the broad spectrum of holistic financial planning including:
- Aiming to grow wealth, specifically through the St. James's Place distinctive approach to investment management;
- Preserving assets for long-term financial security;
- Preserving and building capital
- Reducing Inheritance Tax liabilities
We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.