Greater Manchester, England, United Kingdom
My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. More details are available on my website at www.markkidd.co.uk. As a Partner Practice of St.James's Place Wealth Management based in Manchester, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. Skills and Expertise: - Wealth Managementt - Protection (Life, Critical Illness, Mortgage Protection, Income Protection) - Retirement Planning - Inheritance Tax Planning - Wealth Protection I have devoted my working life to helping others make the most of their money and realise their financial goals. I have worked for two of the most recognised high street banks for over 12 years, gaining numerous qualifications and have gained my QCF level 4 Diploma.I was invited to join the prestigious St. James's Wealth Management in 2013. If you are currently concerned about a particular issue such as investment, pension or inheritance tax planning then please visit my website for more information; www.markkidd.co.uk. The value of your investment can go down as well as up. You could get back less than you invested. The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved DD/MM/2022
I have worked in Financial Services for over 20 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most
Financial Planning Advice for Personal clients
I provided professional portfolio management
Retirement Planning and Wealth Protection